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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 | $51,375 | $160,028-67.9% | $147,080-65.1% | $145,884-64.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.83% | 98.60%-88.8pp | 420.17%-410.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,729 | $5,286-67.3% | $4,933-64.9% | $4,662-62.9% |
| Participant deferral / active EE | $1,360 | $8,422-83.9% | $8,066-83.1% | $6,690-79.7% |
| Admin fee / account holder | $366 | $15,030-97.6% | $12,989-97.2% | $13,392-97.3% |