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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 | $23,164 | $107,941-78.5% | $91,994-74.8% | $152,897-84.8% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.5%+5.0pp |
| Annual return | 30.06% | 89.28%-59.2pp | 69.04%-39.0pp | 345.43%-315.4pp |
| Employer contribution / active EE | $888 | $4,212-78.9% | $3,453-74.3% | $4,764-81.4% |
| Participant deferral / active EE | $1,341 | $6,366-78.9% | $5,924-77.4% | $5,851-77.1% |
| Admin fee / account holder | $1,518 | $10,521-85.6% | $7,744-80.4% | $11,599-86.9% |