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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 | $40,872 | $107,944-62.1% | $91,994-55.6% | $152,885-73.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.40% | 89.26%-68.9pp | 69.03%-48.6pp | 345.39%-325.0pp |
| Employer contribution / active EE | $615 | $4,210-85.4% | $3,452-82.2% | $4,763-87.1% |
| Participant deferral / active EE | $615 | $6,365-90.3% | $5,923-89.6% | $5,851-89.5% |
| Admin fee / account holder | $1,694 | $10,521-83.9% | $7,743-78.1% | $11,598-85.4% |