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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 | $150,649 | $70,684+113.1% | $169,397-11.1% | $75,177+100.4% |
| Participation rate | 97.4% | 64.8%+32.6pp | 77.2%+20.3pp | 67.2%+30.2pp |
| Annual return | 29.13% | 36.38%-7.3pp | 406.23%-377.1pp | 160.75%-131.6pp |
| Employer contribution / active EE | $6,866 | $2,211+210.5% | $4,013+71.1% | $2,671+157.0% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,975 | $5,404-63.5% | $9,017-78.1% | $5,651-65.1% |