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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 | $207,571 | $160,028+29.7% | $147,080+41.1% | $145,884+42.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 17.28% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,282 | $5,286-75.7% | $4,933-74.0% | $4,662-72.5% |
| Participant deferral / active EE | $821 | $8,422-90.3% | $8,066-89.8% | $6,690-87.7% |
| Admin fee / account holder | $10,662 | $15,030-29.1% | $12,989-17.9% | $13,392-20.4% |