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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 | $40,876 | $84,236-51.5% | $170,435-76.0% | $70,126-41.7% |
| Participation rate | 79.7% | 70.8%+8.9pp | 83.6%-3.9pp | 69.5%+10.2pp |
| Annual return | 192.66% | 23.06%+169.6pp | 205.94%-13.3pp | 73.15%+119.5pp |
| Employer contribution / active EE | $1,801 | $3,387-46.8% | $5,432-66.9% | $2,343-23.1% |
| Participant deferral / active EE | $625 | $3,086-79.7% | $4,939-87.3% | $3,332-81.2% |
| Admin fee / account holder | $1,143 | $5,698-79.9% | $13,881-91.8% | $4,645-75.4% |