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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 | $237,729 | $159,978+48.6% | $147,041+61.7% | $145,978+62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 98.36%-83.5pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $8,929 | $5,288+68.8% | $4,935+80.9% | $4,662+91.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,965 | $15,053-67.0% | $13,006-61.8% | $13,400-62.9% |