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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 | $67,095 | $149,040-55.0% | $120,225-44.2% | $137,256-51.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.38% | 605.68%-586.3pp | 439.23%-419.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $13,005 | $4,350+198.9% | $3,475+274.2% | $4,156+212.9% |
| Participant deferral / active EE | $354 | $4,655-92.4% | $3,999-91.2% | $6,407-94.5% |
| Admin fee / account holder | $2,024 | $6,348-68.1% | $5,696-64.5% | $12,270-83.5% |