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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 | $160,040-79.8% | $147,096-78.0% | $145,877-77.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 101.46% | 98.49%+3.0pp | 419.75%-318.3pp | 551.28%-449.8pp |
| Employer contribution / active EE | $6,800 | $5,289+28.6% | $4,936+37.8% | $4,663+45.8% |
| Participant deferral / active EE | $2,393 | $8,429-71.6% | $8,071-70.4% | $6,691-64.2% |
| Admin fee / account holder | $2,593 | $15,050-82.8% | $13,005-80.1% | $13,402-80.7% |