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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 | $245,820 | $183,592+33.9% | $155,567+58.0% | $145,959+68.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.95% | 61.24%-42.3pp | 64.74%-45.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $3,333 | $5,315-37.3% | $4,674-28.7% | $4,661-28.5% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,437 | $19,318-82.2% | $15,916-78.4% | $13,398-74.3% |