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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 | $67,503 | $76,608-11.9% | $56,077+20.4% | $145,877-53.7% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 12.25% | 3009.59%-2997.3pp | 1709.28%-1697.0pp | 551.28%-539.0pp |
| Employer contribution / active EE | $12,420 | $1,382+798.9% | $1,040+1093.8% | $4,663+166.4% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,769 | $3,325-16.7% | $2,825-2.0% | $13,402-79.3% |