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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 | $56,175 | $175,231-67.9% | $149,696-62.5% | $139,466-59.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 13.94% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $7,656 | $5,478+39.8% | $4,821+58.8% | $4,754+61.1% |
| Participant deferral / active EE | $1,566 | $6,521-76.0% | $5,682-72.4% | $6,712-76.7% |
| Admin fee / account holder | $536 | $16,155-96.7% | $13,212-95.9% | $11,409-95.3% |