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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 | $100,503 | $160,040-37.2% | $147,096-31.7% | $145,877-31.1% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 12.27% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $10,228 | $5,289+93.4% | $4,936+107.2% | $4,663+119.3% |
| Participant deferral / active EE | $1,962 | $8,429-76.7% | $8,071-75.7% | $6,691-70.7% |
| Admin fee / account holder | $1,036 | $15,050-93.1% | $13,005-92.0% | $13,402-92.3% |