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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 | $128,501 | $160,040-19.7% | $147,096-12.6% | $145,877-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.00% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $9,838 | $5,289+86.0% | $4,936+99.3% | $4,663+111.0% |
| Participant deferral / active EE | $2,475 | $8,429-70.6% | $8,071-69.3% | $6,691-63.0% |
| Admin fee / account holder | $22,844 | $15,050+51.8% | $13,005+75.7% | $13,402+70.4% |