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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 | $199,967 | $107,368+86.2% | $92,915+115.2% | $152,909+30.8% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.5%+2.2pp |
| Annual return | 23.77% | 145.64%-121.9pp | 109.45%-85.7pp | 345.46%-321.7pp |
| Employer contribution / active EE | $16,489 | $4,222+290.5% | $3,653+351.3% | $4,764+246.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,483 | $7,082+132.7% | $5,796+184.4% | $11,601+42.1% |