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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 | $75,721 | $63,342+19.5% | $92,236-17.9% | $70,131+8.0% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 18.33% | 530.15%-511.8pp | 176.29%-158.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $12,092 | $2,471+389.3% | $3,679+228.6% | $2,342+416.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,470 | $3,840-61.7% | $5,194-71.7% | $4,645-68.4% |