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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,343 | $114,130-5.9% | $96,192+11.6% | $167,553-35.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 13.79% | 190.07%-176.3pp | 192.09%-178.3pp | 478.89%-465.1pp |
| Employer contribution / active EE | $10,000 | $3,431+191.5% | $2,799+257.2% | $4,840+106.6% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,091 | $6,901-84.2% | $5,539-80.3% | $12,316-91.1% |