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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 | $135,667 | $96,136+41.1% | $135,987-0.2% | $80,925+67.6% |
| Participation rate | 94.9% | 71.2%+23.7pp | 76.4%+18.5pp | 67.7%+27.3pp |
| Annual return | 76.03% | 28.70%+47.3pp | 580.01%-504.0pp | 35.65%+40.4pp |
| Employer contribution / active EE | $7,214 | $3,350+115.4% | $4,214+71.2% | $2,756+161.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,525 | $8,236-57.2% | $6,716-47.5% | $6,940-49.2% |