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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 | $42,198 | $106,003-60.2% | $92,236-54.2% | $147,585-71.4% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 13.94% | 50.05%-36.1pp | 176.29%-162.3pp | 578.57%-564.6pp |
| Employer contribution / active EE | $8,482 | $4,333+95.8% | $3,679+130.5% | $4,876+73.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,271 | $6,333-64.1% | $5,194-56.3% | $10,885-79.1% |