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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 | $119,035 | $78,423+51.8% | $95,964+24.0% | $79,856+49.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 69.15% | 19.37%+49.8pp | 91.64%-22.5pp | 31.71%+37.4pp |
| Employer contribution / active EE | $4,952 | $1,945+154.5% | $2,541+94.8% | $2,471+100.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,785 | $5,622-50.5% | $6,797-59.0% | $5,306-47.5% |