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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 | $78,230 | $226,105-65.4% | $182,540-57.1% | $152,897-48.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.21% | 192.58%-169.4pp | 148.58%-125.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $545 | $4,978-89.1% | $4,076-86.6% | $4,764-88.6% |
| Participant deferral / active EE | $724 | $6,370-88.6% | $5,525-86.9% | $5,851-87.6% |
| Admin fee / account holder | $1,000 | $10,706-90.7% | $8,593-88.4% | $11,599-91.4% |