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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 | $155,762 | $138,075+12.8% | $123,552+26.1% | $135,379+15.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.64% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $4,122 | $5,152-20.0% | $4,628-10.9% | $4,779-13.8% |
| Participant deferral / active EE | $1,628 | $6,800-76.1% | $6,426-74.7% | $5,609-71.0% |
| Admin fee / account holder | $957 | $10,917-91.2% | $9,285-89.7% | $10,828-91.2% |