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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 | $44,424 | $63,346-29.9% | $92,240-51.8% | $70,126-36.7% |
| Participation rate | 98.7% | 68.7%+30.1pp | 76.5%+22.3pp | 69.5%+29.2pp |
| Annual return | 316.93% | 530.19%-213.3pp | 176.29%+140.6pp | 73.15%+243.8pp |
| Employer contribution / active EE | $5,063 | $2,471+104.9% | $3,680+37.6% | $2,343+116.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,164 | $3,841-69.7% | $5,194-77.6% | $4,645-74.9% |