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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 | $209,245 | $175,259+19.4% | $149,723+39.8% | $139,487+50.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.47% | 166.82%-147.4pp | 134.50%-115.0pp | 373.84%-354.4pp |
| Employer contribution / active EE | $6,197 | $5,478+13.1% | $4,821+28.5% | $4,755+30.3% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,832 | $16,158-88.7% | $13,215-86.1% | $11,407-83.9% |