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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 | $96,968 | $70,587+37.4% | $124,694-22.2% | $85,851+12.9% |
| Participation rate | 90.3% | 64.4%+25.9pp | 74.6%+15.7pp | 69.3%+21.0pp |
| Annual return | 18.13% | 20688.83%-20670.7pp | 5144.82%-5126.7pp | 318.63%-300.5pp |
| Employer contribution / active EE | $2,550 | $1,913+33.3% | $3,325-23.3% | $2,565-0.6% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,832 | $5,282+10.4% | $7,495-22.2% | $6,261-6.9% |