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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 | $175,769 | $106,267+65.4% | $96,520+82.1% | $139,456+26.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 76.78% | 38.45%+38.3pp | 35.72%+41.1pp | 373.45%-296.7pp |
| Employer contribution / active EE | $6,782 | $4,105+65.2% | $3,739+81.4% | $4,753+42.7% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,419 | $7,882-69.3% | $6,733-64.1% | $11,407-78.8% |