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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 | $149,661 | $112,915+32.5% | $90,965+64.5% | $158,950-5.8% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 14.27% | 215.75%-201.5pp | 134.57%-120.3pp | 302.91%-288.6pp |
| Employer contribution / active EE | $7,800 | $2,894+169.5% | $2,122+267.5% | $4,762+63.8% |
| Participant deferral / active EE | $210 | $4,128-94.9% | $3,373-93.8% | $5,983-96.5% |
| Admin fee / account holder | $1,496 | $8,044-81.4% | $5,960-74.9% | $11,248-86.7% |