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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 | $13,107 | $111,785-88.3% | $93,669-86.0% | $145,877-91.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 11.88% | 203.79%-191.9pp | 133.59%-121.7pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $996 | $4,919-79.7% | $4,416-77.4% | $6,691-85.1% |
| Admin fee / account holder | $1,242 | $10,256-87.9% | $8,291-85.0% | $13,402-90.7% |