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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 | $32,310 | $160,070-79.8% | $147,117-78.0% | $145,897-77.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 101.46% | 98.69%+2.8pp | 420.54%-319.1pp | 552.29%-450.8pp |
| Employer contribution / active EE | $6,800 | $5,285+28.7% | $4,932+37.9% | $4,663+45.8% |
| Participant deferral / active EE | $2,393 | $8,419-71.6% | $8,065-70.3% | $6,689-64.2% |
| Admin fee / account holder | $2,593 | $15,035-82.8% | $12,993-80.0% | $13,390-80.6% |