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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 | $178,939 | $171,492+4.3% | $150,734+18.7% | $198,609-9.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 9.14% | 804.70%-795.6pp | 600.81%-591.7pp | 202.70%-193.6pp |
| Employer contribution / active EE | $1,932 | $5,470-64.7% | $4,918-60.7% | $5,055-61.8% |
| Participant deferral / active EE | $2,328 | $6,259-62.8% | $5,610-58.5% | $6,977-66.6% |
| Admin fee / account holder | $3,405 | $17,628-80.7% | $14,905-77.2% | $19,030-82.1% |