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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 | $79,980 | $63,346+26.3% | $92,240-13.3% | $70,126+14.1% |
| Participation rate | 72.4% | 68.7%+3.7pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 15.56% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $7,975 | $2,471+222.7% | $3,680+116.7% | $2,343+240.4% |
| Participant deferral / active EE | $768 | $2,854-73.1% | $3,897-80.3% | $3,332-76.9% |
| Admin fee / account holder | $15,978 | $3,841+316.0% | $5,194+207.6% | $4,645+244.0% |