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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 | $21,795 | $149,040-85.4% | $120,225-81.9% | $137,256-84.1% |
| Participation rate | 76.5% | 75.4%+1.1pp | 69.6%+6.9pp | 80.0%-3.5pp |
| Annual return | 19.57% | 605.68%-586.1pp | 439.23%-419.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $11,089 | $4,350+154.9% | $3,475+219.1% | $4,156+166.8% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $399 | $6,348-93.7% | $5,696-93.0% | $12,270-96.7% |