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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 | $237,305 | $160,040+48.3% | $147,096+61.3% | $145,877+62.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.53% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $12,983 | $5,289+145.4% | $4,936+163.0% | $4,663+178.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,932 | $15,050-34.0% | $13,005-23.6% | $13,402-25.9% |