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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 | $51,158 | $183,978-72.2% | $162,171-68.5% | $152,885-66.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 20.67% | 150.78%-130.1pp | 115.60%-94.9pp | 345.39%-324.7pp |
| Employer contribution / active EE | $5,725 | $6,370-10.1% | $5,613+2.0% | $4,763+20.2% |
| Participant deferral / active EE | $2,375 | $8,033-70.4% | $7,297-67.5% | $5,851-59.4% |
| Admin fee / account holder | $3,409 | $13,122-74.0% | $10,843-68.6% | $11,598-70.6% |