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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 | $218,199 | $190,862+14.3% | $159,991+36.4% | $134,509+62.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -3.40% | 552.59%-556.0pp | 408.82%-412.2pp | 418.13%-421.5pp |
| Employer contribution / active EE | $20,000 | $4,995+300.4% | $4,225+373.4% | $4,741+321.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,873 | $10,495-44.0% | $8,715-32.6% | $11,427-48.6% |