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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 | $71,743 | $144,130-50.2% | $117,861-39.1% | $147,586-51.4% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 8.72% | 531.20%-522.5pp | 335.11%-326.4pp | 578.59%-569.9pp |
| Employer contribution / active EE | $5,195 | $4,897+6.1% | $3,786+37.2% | $4,876+6.5% |
| Participant deferral / active EE | $687 | $5,316-87.1% | $4,482-84.7% | $5,439-87.4% |
| Admin fee / account holder | $1,650 | $10,887-84.8% | $8,021-79.4% | $10,886-84.8% |