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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 | $50,359 | $183,988-72.6% | $162,177-68.9% | $152,897-67.1% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.5%+7.0pp |
| Annual return | 22.51% | 150.79%-128.3pp | 115.60%-93.1pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,697 | $6,370-57.7% | $5,613-52.0% | $4,764-43.4% |
| Participant deferral / active EE | $2,608 | $8,032-67.5% | $7,297-64.3% | $5,851-55.4% |
| Admin fee / account holder | $982 | $13,123-92.5% | $10,843-90.9% | $11,599-91.5% |