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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 | $124,766 | $108,922+14.5% | $100,398+24.3% | $145,978-14.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 58.04%-44.6pp | 49.32%-35.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $10,292 | $4,426+132.5% | $3,946+160.8% | $4,662+120.8% |
| Participant deferral / active EE | $637 | $8,450-92.5% | $8,084-92.1% | $6,690-90.5% |
| Admin fee / account holder | $14,526 | $9,680+50.1% | $7,893+84.0% | $13,400+8.4% |