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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 | $202,540 | $226,090-10.4% | $182,531+11.0% | $152,885+32.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 10.81% | 192.57%-181.8pp | 148.57%-137.8pp | 345.39%-334.6pp |
| Employer contribution / active EE | $25,000 | $4,978+402.2% | $4,075+513.4% | $4,763+424.9% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,390 | $10,705-68.3% | $8,593-60.5% | $11,598-70.8% |