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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 | $111,830+52.0% | $93,696+81.4% | $145,884+16.5% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 11.94% | 204.08%-192.1pp | 133.74%-121.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $9,821 | $3,093+217.5% | $2,422+305.5% | $4,662+110.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,089 | $10,249-79.6% | $8,287-74.8% | $13,392-84.4% |