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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 | $14,223 | $103,008-86.2% | $90,304-84.2% | $152,897-90.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.86% | 95.22%-80.4pp | 78.13%-63.3pp | 345.43%-330.6pp |
| Employer contribution / active EE | $2,314 | $3,139-26.3% | $2,855-18.9% | $4,764-51.4% |
| Participant deferral / active EE | $557 | $4,281-87.0% | $3,885-85.7% | $5,851-90.5% |
| Admin fee / account holder | $446 | $6,175-92.8% | $5,354-91.7% | $11,599-96.2% |