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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 | $200,121 | $125,237+59.8% | $105,608+89.5% | $145,877+37.2% |
| Participation rate | 85.0% | 77.7%+7.3pp | 75.3%+9.7pp | 80.3%+4.7pp |
| Annual return | 11.03% | 225.76%-214.7pp | 116.50%-105.5pp | 551.28%-540.3pp |
| Employer contribution / active EE | $14,738 | $3,720+296.1% | $3,167+365.4% | $4,663+216.1% |
| Participant deferral / active EE | $1,223 | $5,711-78.6% | $5,010-75.6% | $6,691-81.7% |
| Admin fee / account holder | $735 | $17,287-95.7% | $11,028-93.3% | $13,402-94.5% |