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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 | $108,911+14.6% | $100,392+24.3% | $145,884-14.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 58.23%-44.8pp | 49.45%-36.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $10,292 | $4,420+132.9% | $3,941+161.1% | $4,662+120.8% |
| Participant deferral / active EE | $637 | $8,459-92.5% | $8,090-92.1% | $6,690-90.5% |
| Admin fee / account holder | $14,526 | $9,698+49.8% | $7,904+83.8% | $13,392+8.5% |