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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 | $222,622 | $157,276+41.5% | $141,177+57.7% | $152,885+45.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.96% | 64.33%-48.4pp | 71.40%-55.4pp | 345.39%-329.4pp |
| Employer contribution / active EE | $7,818 | $5,262+48.6% | $4,736+65.1% | $4,763+64.1% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,969 | $12,123-50.8% | $10,263-41.8% | $11,598-48.5% |