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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 | $94,628 | $171,492-44.8% | $150,734-37.2% | $198,609-52.4% |
| Participation rate | 93.8% | 81.4%+12.3pp | 78.4%+15.3pp | 82.4%+11.4pp |
| Annual return | 7.86% | 804.70%-796.8pp | 600.81%-592.9pp | 202.70%-194.8pp |
| Employer contribution / active EE | $10,569 | $5,470+93.2% | $4,918+114.9% | $5,055+109.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,072 | $17,628-93.9% | $14,905-92.8% | $19,030-94.4% |