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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 | $213,285 | $106,008+101.2% | $92,240+131.2% | $147,586+44.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.28% | 50.05%-38.8pp | 176.29%-165.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $2,509 | $4,333-42.1% | $3,680-31.8% | $4,876-48.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,090 | $6,333+27.7% | $5,194+55.8% | $10,886-25.7% |