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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 | $39,240 | $166,268-76.4% | $165,100-76.2% | $145,897-73.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 38.47% | 100.52%-62.1pp | 70.21%-31.7pp | 552.29%-513.8pp |
| Employer contribution / active EE | $3,312 | $5,284-37.3% | $4,348-23.8% | $4,663-29.0% |
| Participant deferral / active EE | $1,773 | $6,964-74.5% | $6,035-70.6% | $6,689-73.5% |
| Admin fee / account holder | $2,178 | $16,659-86.9% | $12,696-82.8% | $13,390-83.7% |