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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 | $16,200 | $105,158-84.6% | $94,672-82.9% | $139,487-88.4% |
| Participation rate | 88.2% | 82.4%+5.9pp | 80.8%+7.4pp | 80.3%+7.9pp |
| Annual return | 14.23% | 38.11%-23.9pp | 156.89%-142.7pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,350 | $4,107-67.1% | $3,673-63.2% | $4,755-71.6% |
| Participant deferral / active EE | $1,707 | $7,599-77.5% | $7,417-77.0% | $6,713-74.6% |
| Admin fee / account holder | $2,264 | $8,972-74.8% | $7,222-68.6% | $11,407-80.2% |