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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 | $160,028-79.8% | $147,080-78.0% | $145,884-77.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 101.46% | 98.60%+2.9pp | 420.17%-318.7pp | 551.85%-450.4pp |
| Employer contribution / active EE | $6,800 | $5,286+28.7% | $4,933+37.8% | $4,662+45.9% |
| Participant deferral / active EE | $2,393 | $8,422-71.6% | $8,066-70.3% | $6,690-64.2% |
| Admin fee / account holder | $2,593 | $15,030-82.7% | $12,989-80.0% | $13,392-80.6% |