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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 | $81,657 | $184,000-55.6% | $162,185-49.7% | $152,909-46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.21% | 150.80%-128.6pp | 115.61%-93.4pp | 345.46%-323.3pp |
| Employer contribution / active EE | $2,959 | $6,370-53.5% | $5,613-47.3% | $4,764-37.9% |
| Participant deferral / active EE | $599 | $8,033-92.5% | $7,297-91.8% | $5,851-89.8% |
| Admin fee / account holder | $5,472 | $13,124-58.3% | $10,844-49.5% | $11,601-52.8% |