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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 | $159,934-31.8% | $147,005-25.8% | $145,959-25.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 42.02% | 98.24%-56.2pp | 418.76%-376.7pp | 561.95%-519.9pp |
| Employer contribution / active EE | $1,714 | $5,287-67.6% | $4,934-65.3% | $4,661-63.2% |
| Participant deferral / active EE | $1,989 | $8,427-76.4% | $8,070-75.4% | $6,689-70.3% |
| Admin fee / account holder | $20,765 | $15,053+37.9% | $13,006+59.7% | $13,398+55.0% |