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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 | $56,482 | $72,446-22.0% | $67,561-16.4% | $145,877-61.3% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 13.21% | 7211.98%-7198.8pp | 3525.44%-3512.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,273 | $3,072+6.5% | $2,735+19.7% | $4,663-29.8% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,116 | $5,541+28.4% | $4,006+77.7% | $13,402-46.9% |