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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 | $78,165 | $57,330+36.3% | $86,656-9.8% | $75,177+4.0% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 18.17% | 2675.40%-2657.2pp | 593.09%-574.9pp | 160.75%-142.6pp |
| Employer contribution / active EE | $10,186 | $2,316+339.7% | $3,025+236.7% | $2,671+281.3% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,589 | $4,115-12.8% | $5,619-36.1% | $5,651-36.5% |