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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 | $183,280 | $112,933+62.3% | $90,970+101.5% | $158,982+15.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.93% | 215.82%-209.9pp | 134.60%-128.7pp | 302.99%-297.1pp |
| Employer contribution / active EE | $7,303 | $2,893+152.4% | $2,122+244.2% | $4,763+53.3% |
| Participant deferral / active EE | $923 | $4,128-77.7% | $3,373-72.6% | $5,983-84.6% |
| Admin fee / account holder | $8,393 | $8,047+4.3% | $5,961+40.8% | $11,252-25.4% |