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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 | $191,986 | $106,003+81.1% | $92,236+108.1% | $147,585+30.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.91% | 50.05%-33.1pp | 176.29%-159.4pp | 578.57%-561.7pp |
| Employer contribution / active EE | $846 | $4,333-80.5% | $3,679-77.0% | $4,876-82.6% |
| Participant deferral / active EE | $454 | $4,478-89.9% | $3,897-88.3% | $5,439-91.6% |
| Admin fee / account holder | $1,223 | $6,333-80.7% | $5,194-76.4% | $10,885-88.8% |