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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 | $88,778+22.4% | $81,844+32.8% | $145,884-25.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.52% | 1033.03%-1017.5pp | 778.87%-763.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $6,318 | $3,087+104.7% | $2,916+116.6% | $4,662+35.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,249 | $8,430-37.7% | $7,355-28.6% | $13,392-60.8% |