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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 | $140,402 | $102,382+37.1% | $147,005-4.5% | $80,874+73.6% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 17.52% | 134.89%-117.4pp | 418.76%-401.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $954 | $3,715-74.3% | $4,934-80.7% | $2,756-65.4% |
| Participant deferral / active EE | $2,138 | $6,646-67.8% | $8,070-73.5% | $4,297-50.3% |
| Admin fee / account holder | $5,709 | $7,942-28.1% | $13,006-56.1% | $6,935-17.7% |