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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 | $14,027 | $80,812-82.6% | $160,784-91.3% | $82,448-83.0% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.0%+15.4pp | 68.1%+24.2pp |
| Annual return | 15.73% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,145 | $2,174-47.3% | $3,733-69.3% | $2,551-55.1% |
| Participant deferral / active EE | $1,341 | $4,335-69.1% | $6,293-78.7% | $4,139-67.6% |
| Admin fee / account holder | $1,202 | $7,695-84.4% | $9,717-87.6% | $7,234-83.4% |