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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 | $25,153 | $99,011-74.6% | $86,582-70.9% | $147,586-83.0% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 14.35% | 1312.75%-1298.4pp | 965.08%-950.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,587 | $3,132-49.3% | $2,839-44.1% | $4,876-67.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,158 | $5,709-79.7% | $4,904-76.4% | $10,886-89.4% |