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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 | $62,840 | $56,197+11.8% | $67,652-7.1% | $59,633+5.4% |
| Participation rate | 97.3% | 71.5%+25.9pp | 75.7%+21.7pp | 68.7%+28.7pp |
| Annual return | 378.10% | 18508.10%-18130.0pp | 6625.40%-6247.3pp | 2041.45%-1663.4pp |
| Employer contribution / active EE | $8,907 | $1,615+451.6% | $2,266+293.1% | $2,203+304.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,654 | $3,958-33.0% | $4,821-45.0% | $4,297-38.2% |