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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 | $80,435 | $63,346+27.0% | $92,240-12.8% | $70,126+14.7% |
| Participation rate | 81.5% | 68.7%+12.8pp | 76.5%+5.0pp | 69.5%+11.9pp |
| Annual return | 22.89% | 530.19%-507.3pp | 176.29%-153.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $3,455 | $2,471+39.8% | $3,680-6.1% | $2,343+47.5% |
| Participant deferral / active EE | $778 | $2,854-72.7% | $3,897-80.0% | $3,332-76.6% |
| Admin fee / account holder | $749 | $3,841-80.5% | $5,194-85.6% | $4,645-83.9% |