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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 | $187,303 | $111,878+67.4% | $93,727+99.8% | $145,897+28.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 13.24% | 204.28%-191.0pp | 133.83%-120.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $10,051 | $3,092+225.1% | $2,421+315.1% | $4,663+115.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,373 | $10,256+40.1% | $8,292+73.3% | $13,390+7.3% |