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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 | $79,804 | $102,422-22.1% | $147,117-45.8% | $80,959-1.4% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 14.99% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $13,749 | $3,717+269.9% | $4,932+178.7% | $2,757+398.7% |
| Participant deferral / active EE | $2,111 | $6,652-68.3% | $8,065-73.8% | $4,300-50.9% |
| Admin fee / account holder | $3,819 | $7,953-52.0% | $12,993-70.6% | $6,925-44.8% |