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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 | $169,939 | $111,878+51.9% | $93,727+81.3% | $145,897+16.5% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 11.94% | 204.28%-192.3pp | 133.83%-121.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $9,821 | $3,092+217.6% | $2,421+305.6% | $4,663+110.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,089 | $10,256-79.6% | $8,292-74.8% | $13,390-84.4% |