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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 | $204,594 | $73,988+176.5% | $96,538+111.9% | $75,177+172.1% |
| Participation rate | 97.0% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.8pp |
| Annual return | 61.72% | 26.73%+35.0pp | 35.74%+26.0pp | 160.75%-99.0pp |
| Employer contribution / active EE | $6,912 | $2,930+135.9% | $3,740+84.8% | $2,671+158.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,281 | $5,220-56.3% | $6,737-66.1% | $5,651-59.6% |