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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 | $247,744 | $134,817+83.8% | $123,973+99.8% | $155,188+59.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.72% | 515.49%-502.8pp | 388.13%-375.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $18,435 | $4,425+316.6% | $4,126+346.8% | $4,248+334.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,464 | $13,245-21.0% | $11,799-11.3% | $14,480-27.7% |