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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 | $64,124 | $126,519-49.3% | $106,201-39.6% | $145,959-56.1% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 9.87% | 225.10%-215.2pp | 116.26%-106.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,091 | $3,726-70.7% | $3,170-65.6% | $4,661-76.6% |
| Participant deferral / active EE | $1,418 | $5,716-75.2% | $5,012-71.7% | $6,689-78.8% |
| Admin fee / account holder | $465 | $17,312-97.3% | $11,039-95.8% | $13,398-96.5% |