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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 | $57,285+36.4% | $86,605-9.7% | $75,173+4.0% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 18.17% | 2671.04%-2652.9pp | 591.39%-573.2pp | 160.65%-142.5pp |
| Employer contribution / active EE | $10,186 | $2,315+340.1% | $3,023+236.9% | $2,670+281.4% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,589 | $4,112-12.7% | $5,611-36.0% | $5,651-36.5% |