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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 | $216,950 | $100,911+115.0% | $90,440+139.9% | $158,966+36.5% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 13.03% | 1726.62%-1713.6pp | 1294.38%-1281.3pp | 302.95%-289.9pp |
| Employer contribution / active EE | $10,000 | $3,690+171.0% | $3,263+206.5% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,906 | $6,507-40.0% | $5,615-30.4% | $11,250-65.3% |