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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 | $144,569 | $65,566+120.5% | $86,235+67.6% | $75,177+92.3% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.7pp | 67.2%+28.4pp |
| Annual return | 55.10% | 46.07%+9.0pp | 1170.03%-1114.9pp | 160.75%-105.7pp |
| Employer contribution / active EE | $10,446 | $1,553+572.5% | $2,381+338.7% | $2,671+291.1% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,521 | $5,470-35.6% | $6,856-48.6% | $5,651-37.7% |