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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 | $197,827 | $160,070+23.6% | $147,117+34.5% | $145,897+35.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.18% | 98.69%-79.5pp | 420.54%-401.4pp | 552.29%-533.1pp |
| Employer contribution / active EE | $20,066 | $5,285+279.7% | $4,932+306.8% | $4,663+330.4% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $38,244 | $15,035+154.4% | $12,993+194.3% | $13,390+185.6% |