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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 | $122,961 | $105,160+16.9% | $94,679+29.9% | $139,456-11.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.59% | 38.04%-22.5pp | 156.75%-141.2pp | 373.45%-357.9pp |
| Employer contribution / active EE | $3,810 | $4,107-7.2% | $3,673+3.7% | $4,753-19.8% |
| Participant deferral / active EE | $2,128 | $7,599-72.0% | $7,417-71.3% | $6,711-68.3% |
| Admin fee / account holder | $22,363 | $8,988+148.8% | $7,233+209.2% | $11,407+96.1% |