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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 | $46,892 | $63,346-26.0% | $92,240-49.2% | $70,126-33.1% |
| Participation rate | 81.3% | 68.7%+12.6pp | 76.5%+4.8pp | 69.5%+11.7pp |
| Annual return | 14.99% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,813 | $2,471+94.7% | $3,680+30.8% | $2,343+105.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,186 | $3,841-69.1% | $5,194-77.2% | $4,645-74.5% |