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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 | $173,647 | $115,796+50.0% | $101,264+71.5% | $158,950+9.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 13.87% | 56.15%-42.3pp | 46.48%-32.6pp | 302.91%-289.0pp |
| Employer contribution / active EE | $6,982 | $4,175+67.2% | $3,660+90.8% | $4,762+46.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,327 | $7,247+1.1% | $5,947+23.2% | $11,248-34.9% |