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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 | $93,720 | $93,373+0.4% | $152,473-38.5% | $85,851+9.2% |
| Participation rate | 88.7% | 70.1%+18.6pp | 78.2%+10.5pp | 69.3%+19.4pp |
| Annual return | 12.60% | 21.84%-9.2pp | 757.59%-745.0pp | 318.63%-306.0pp |
| Employer contribution / active EE | $6,014 | $2,996+100.8% | $4,326+39.0% | $2,565+134.4% |
| Participant deferral / active EE | $1,126 | $4,550-75.3% | $5,817-80.6% | $3,952-71.5% |
| Admin fee / account holder | $8,151 | $13,853-41.2% | $15,811-48.4% | $6,261+30.2% |