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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 | $219,878 | $160,070+37.4% | $147,117+49.5% | $145,897+50.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.13% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,259 | $5,285-76.2% | $4,932-74.5% | $4,663-73.0% |
| Participant deferral / active EE | $2,487 | $8,419-70.5% | $8,065-69.2% | $6,689-62.8% |
| Admin fee / account holder | $7,922 | $15,035-47.3% | $12,993-39.0% | $13,390-40.8% |