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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 | $169,952 | $176,071-3.5% | $159,450+6.6% | $167,497+1.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.90% | 331.79%-313.9pp | 263.60%-245.7pp | 478.62%-460.7pp |
| Employer contribution / active EE | $56,112 | $5,298+959.2% | $4,830+1061.8% | $4,838+1059.9% |
| Participant deferral / active EE | $2,500 | $7,750-67.7% | $7,352-66.0% | $6,341-60.6% |
| Admin fee / account holder | $2,898 | $12,555-76.9% | $10,800-73.2% | $12,310-76.5% |