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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 | $180,904 | $114,093+58.6% | $96,171+88.1% | $167,536+8.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 40.60% | 190.00%-149.4pp | 192.04%-151.4pp | 478.82%-438.2pp |
| Employer contribution / active EE | $1,155 | $3,429-66.3% | $2,799-58.7% | $4,839-76.1% |
| Participant deferral / active EE | $431 | $5,197-91.7% | $4,350-90.1% | $6,342-93.2% |
| Admin fee / account holder | $3,820 | $6,899-44.6% | $5,538-31.0% | $12,315-69.0% |