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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 | $193,360 | $169,336+14.2% | $129,384+49.4% | $145,884+32.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.63% | 14408.70%-14394.1pp | 9461.77%-9447.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $27,765 | $5,540+401.2% | $4,153+568.5% | $4,662+495.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,288 | $9,912-87.0% | $7,686-83.2% | $13,392-90.4% |