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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 | $143,269 | $138,102+3.7% | $125,381+14.3% | $134,532+6.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -11.09% | 750.73%-761.8pp | 572.31%-583.4pp | 418.27%-429.4pp |
| Employer contribution / active EE | $2,165 | $5,245-58.7% | $4,815-55.0% | $4,741-54.3% |
| Participant deferral / active EE | $1,230 | $7,801-84.2% | $7,448-83.5% | $6,401-80.8% |
| Admin fee / account holder | $4,080 | $11,568-64.7% | $10,007-59.2% | $11,429-64.3% |