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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 | $154,530 | $106,923+44.5% | $84,023+83.9% | $152,909+1.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.92% | 105.02%-86.1pp | 71.32%-52.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $5,924 | $2,735+116.6% | $1,984+198.6% | $4,764+24.4% |
| Participant deferral / active EE | $779 | $4,013-80.6% | $3,239-76.0% | $5,851-86.7% |
| Admin fee / account holder | $11,844 | $8,289+42.9% | $6,102+94.1% | $11,601+2.1% |