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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 | $209,119 | $176,120+18.7% | $159,487+31.1% | $167,553+24.8% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.51% | 331.95%-318.4pp | 263.71%-250.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $206 | $7,752-97.3% | $7,354-97.2% | $6,343-96.8% |
| Admin fee / account holder | $2,651 | $12,561-78.9% | $10,804-75.5% | $12,316-78.5% |