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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 | $71,496 | $150,447-52.5% | $136,298-47.5% | $147,586-51.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.54% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,501 | $5,256-71.4% | $4,696-68.0% | $4,876-69.2% |
| Participant deferral / active EE | $2,080 | $6,631-68.6% | $6,247-66.7% | $5,439-61.8% |
| Admin fee / account holder | $909 | $10,906-91.7% | $9,244-90.2% | $10,886-91.7% |