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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 | $182,153 | $176,105+3.4% | $159,474+14.2% | $167,536+8.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.13% | 331.91%-318.8pp | 263.68%-250.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $14,254 | $5,299+169.0% | $4,831+195.1% | $4,839+194.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $146,381 | $12,559+1065.5% | $10,802+1255.1% | $12,315+1088.7% |