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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 | $59,264 | $106,008-44.1% | $92,240-35.8% | $147,586-59.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.10% | 50.05%-34.9pp | 176.29%-161.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $9,832 | $4,333+126.9% | $3,680+167.2% | $4,876+101.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,126 | $6,333-66.4% | $5,194-59.1% | $10,886-80.5% |