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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 | $109,115 | $160,070-31.8% | $147,117-25.8% | $145,897-25.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 42.02% | 98.69%-56.7pp | 420.54%-378.5pp | 552.29%-510.3pp |
| Employer contribution / active EE | $1,714 | $5,285-67.6% | $4,932-65.2% | $4,663-63.2% |
| Participant deferral / active EE | $1,989 | $8,419-76.4% | $8,065-75.3% | $6,689-70.3% |
| Admin fee / account holder | $20,765 | $15,035+38.1% | $12,993+59.8% | $13,390+55.1% |