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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 | $101,690 | $184,000-44.7% | $162,185-37.3% | $152,909-33.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 25.12% | 150.80%-125.7pp | 115.61%-90.5pp | 345.46%-320.3pp |
| Employer contribution / active EE | $2,113 | $6,370-66.8% | $5,613-62.4% | $4,764-55.6% |
| Participant deferral / active EE | $2,526 | $8,033-68.5% | $7,297-65.4% | $5,851-56.8% |
| Admin fee / account holder | $496 | $13,124-96.2% | $10,844-95.4% | $11,601-95.7% |