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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 | $154,372 | $168,635-8.5% | $147,617+4.6% | $125,389+23.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.28% | 77.65%-80.9pp | 61.98%-65.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $7,583 | $6,252+21.3% | $5,564+36.3% | $4,866+55.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,768 | $13,580-50.2% | $11,612-41.7% | $9,541-29.1% |