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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 | $114,047-5.9% | $96,144+11.6% | $167,497-35.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 13.79% | 189.89%-176.1pp | 191.96%-178.2pp | 478.62%-464.8pp |
| Employer contribution / active EE | $10,000 | $3,427+191.8% | $2,797+257.5% | $4,838+106.7% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,091 | $6,897-84.2% | $5,537-80.3% | $12,310-91.1% |