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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 | $14,834 | $73,421-79.8% | $66,439-77.7% | $155,188-90.4% |
| Participation rate | 87.5% | 79.7%+7.8pp | 74.5%+13.0pp | 80.8%+6.7pp |
| Annual return | 11.91% | 1382.37%-1370.5pp | 757.66%-745.8pp | 148.84%-136.9pp |
| Employer contribution / active EE | $3,959 | $3,039+30.3% | $2,637+50.1% | $4,248-6.8% |
| Participant deferral / active EE | $939 | $4,680-79.9% | $3,876-75.8% | $6,531-85.6% |
| Admin fee / account holder | $357 | $8,856-96.0% | $6,173-94.2% | $14,480-97.5% |