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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 | $211,861 | $138,068+53.4% | $125,358+69.0% | $134,493+57.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.33% | 750.30%-766.6pp | 572.03%-588.4pp | 418.01%-434.3pp |
| Employer contribution / active EE | $3,756 | $5,244-28.4% | $4,814-22.0% | $4,740-20.8% |
| Participant deferral / active EE | $2,075 | $7,799-73.4% | $7,447-72.1% | $6,400-67.6% |
| Admin fee / account holder | $21,989 | $11,568+90.1% | $10,007+119.7% | $11,425+92.5% |