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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 | $76,259 | $106,008-28.1% | $92,240-17.3% | $147,586-48.3% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 17.85% | 50.05%-32.2pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $7,471 | $4,333+72.4% | $3,680+103.0% | $4,876+53.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,339 | $6,333-63.1% | $5,194-55.0% | $10,886-78.5% |