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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 | $136,667 | $107,368+27.3% | $92,915+47.1% | $152,909-10.6% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 16.35% | 145.64%-129.3pp | 109.45%-93.1pp | 345.46%-329.1pp |
| Employer contribution / active EE | $14,423 | $4,222+241.6% | $3,653+294.8% | $4,764+202.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,206 | $7,082-40.6% | $5,796-27.4% | $11,601-63.7% |