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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 | $49,845 | $109,872-54.6% | $98,483-49.4% | $167,536-70.2% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 26.42% | 1959.31%-1932.9pp | 1494.38%-1468.0pp | 478.82%-452.4pp |
| Employer contribution / active EE | $2,804 | $3,225-13.0% | $2,961-5.3% | $4,839-42.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,018 | $6,757-70.1% | $5,953-66.1% | $12,315-83.6% |