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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 | $196,401 | $106,003+85.3% | $92,236+112.9% | $147,585+33.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.01% | 50.05%-38.0pp | 176.29%-164.3pp | 578.57%-566.6pp |
| Employer contribution / active EE | $4,449 | $4,333+2.7% | $3,679+20.9% | $4,876-8.8% |
| Participant deferral / active EE | $772 | $4,478-82.8% | $3,897-80.2% | $5,439-85.8% |
| Admin fee / account holder | $1,716 | $6,333-72.9% | $5,194-67.0% | $10,885-84.2% |