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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 | $187,112 | $176,120+6.2% | $159,487+17.3% | $167,553+11.7% |
| Participation rate | 73.3% | 85.0%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 20.35% | 331.95%-311.6pp | 263.71%-243.4pp | 478.89%-458.5pp |
| Employer contribution / active EE | $7,415 | $5,299+39.9% | $4,831+53.5% | $4,840+53.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $9,573 | $12,561-23.8% | $10,804-11.4% | $12,316-22.3% |