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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 | $245,917 | $102,663+139.5% | $86,216+185.2% | $139,466+76.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.66% | 1924.52%-1912.9pp | 1169.42%-1157.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $11,172 | $3,035+268.2% | $2,382+369.1% | $4,754+135.0% |
| Participant deferral / active EE | $1,021 | $4,677-78.2% | $3,986-74.4% | $6,712-84.8% |
| Admin fee / account holder | $56,889 | $8,663+556.7% | $6,853+730.1% | $11,409+398.7% |