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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 | $143,066 | $198,461-27.9% | $170,436-16.1% | $147,585-3.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.12% | 257.30%-245.2pp | 205.94%-193.8pp | 578.57%-566.5pp |
| Employer contribution / active EE | $12,500 | $6,184+102.1% | $5,433+130.1% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,355 | $16,852-92.0% | $13,880-90.2% | $10,885-87.5% |