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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 | $31,233 | $111,878-72.1% | $93,727-66.7% | $145,897-78.6% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 13.38% | 204.28%-190.9pp | 133.83%-120.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,839 | $3,092-40.5% | $2,421-24.0% | $4,663-60.5% |
| Participant deferral / active EE | $1,000 | $4,920-79.7% | $4,417-77.4% | $6,689-85.1% |
| Admin fee / account holder | $726 | $10,256-92.9% | $8,292-91.2% | $13,390-94.6% |