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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 | $72,292 | $61,338+17.9% | $149,717-51.7% | $71,495+1.1% |
| Participation rate | 96.3% | 62.5%+33.8pp | 78.8%+17.5pp | 67.9%+28.4pp |
| Annual return | 362.94% | 35.86%+327.1pp | 134.41%+228.5pp | 28.85%+334.1pp |
| Employer contribution / active EE | $7,408 | $2,381+211.1% | $4,820+53.7% | $2,589+186.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4,735 | $1,263+275.0% | $13,213-64.2% | $1,588+198.2% |