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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 | $108,673 | $88,702+22.5% | $81,780+32.9% | $145,978-25.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.52% | 1029.12%-1013.6pp | 776.27%-760.8pp | 550.52%-535.0pp |
| Employer contribution / active EE | $6,318 | $3,084+104.8% | $2,914+116.8% | $4,662+35.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,249 | $8,414-37.6% | $7,384-28.9% | $13,400-60.8% |