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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 | $57,792 | $85,766-32.6% | $136,297-57.6% | $70,124-17.6% |
| Participation rate | 96.1% | 74.2%+21.9pp | 81.9%+14.2pp | 69.5%+26.5pp |
| Annual return | 47.42% | 31.45%+16.0pp | 5156.19%-5108.8pp | 73.14%-25.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $985 | $5,051-80.5% | $6,247-84.2% | $3,332-70.4% |
| Admin fee / account holder | $7,160 | $5,420+32.1% | $9,244-22.5% | $4,645+54.1% |