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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 | $50,227 | $209,425-76.0% | $178,499-71.9% | $158,966-68.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.87% | 188.80%-179.9pp | 151.10%-142.2pp | 302.95%-294.1pp |
| Employer contribution / active EE | $2,190 | $5,707-61.6% | $5,011-56.3% | $4,762-54.0% |
| Participant deferral / active EE | $912 | $5,955-84.7% | $5,202-82.5% | $5,983-84.8% |
| Admin fee / account holder | $628 | $17,078-96.3% | $13,986-95.5% | $11,250-94.4% |