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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 | $189,830 | $107,353+76.8% | $92,903+104.3% | $152,885+24.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.59% | 145.62%-123.0pp | 109.43%-86.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $2,500 | $4,222-40.8% | $3,653-31.6% | $4,763-47.5% |
| Participant deferral / active EE | $712 | $4,848-85.3% | $4,238-83.2% | $5,851-87.8% |
| Admin fee / account holder | $5,659 | $7,081-20.1% | $5,795-2.3% | $11,598-51.2% |