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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 | $176,120-3.5% | $159,487+6.6% | $167,553+1.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.90% | 331.95%-314.0pp | 263.71%-245.8pp | 478.89%-461.0pp |
| Employer contribution / active EE | $56,112 | $5,299+958.8% | $4,831+1061.4% | $4,840+1059.4% |
| Participant deferral / active EE | $2,500 | $7,752-67.7% | $7,354-66.0% | $6,343-60.6% |
| Admin fee / account holder | $2,898 | $12,561-76.9% | $10,804-73.2% | $12,316-76.5% |