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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 | $228,134 | $209,405+8.9% | $178,486+27.8% | $158,931+43.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.54% | 188.77%-177.2pp | 151.08%-139.5pp | 302.86%-291.3pp |
| Employer contribution / active EE | $9,121 | $5,707+59.8% | $5,011+82.0% | $4,761+91.6% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,808 | $17,076-89.4% | $13,985-87.1% | $11,247-83.9% |