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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 | $195,571 | $103,038+89.8% | $90,324+116.5% | $152,909+27.9% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 21.77% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $4,805 | $3,141+53.0% | $2,856+68.3% | $4,764+0.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,778 | $6,177-71.2% | $5,356-66.8% | $11,601-84.7% |