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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 | $226,395 | $171,492+32.0% | $150,734+50.2% | $198,609+14.0% |
| Participation rate | 92.3% | 81.4%+10.9pp | 78.4%+13.9pp | 82.4%+9.9pp |
| Annual return | 9.17% | 804.70%-795.5pp | 600.81%-591.6pp | 202.70%-193.5pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,346 | $6,259-78.5% | $5,610-76.0% | $6,977-80.7% |
| Admin fee / account holder | $5,815 | $17,628-67.0% | $14,905-61.0% | $19,030-69.4% |