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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 | $84,326 | $109,905-23.3% | $98,506-14.4% | $167,553-49.7% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 15.64% | 1960.20%-1944.6pp | 1494.92%-1479.3pp | 478.89%-463.3pp |
| Employer contribution / active EE | $2,173 | $3,226-32.6% | $2,961-26.6% | $4,840-55.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12,300 | $6,760+82.0% | $5,955+106.6% | $12,316-0.1% |