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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 | $12,094 | $100,911-88.0% | $90,440-86.6% | $158,966-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.40% | 1726.62%-1717.2pp | 1294.38%-1285.0pp | 302.95%-293.5pp |
| Employer contribution / active EE | $2,547 | $3,690-31.0% | $3,263-22.0% | $4,762-46.5% |
| Participant deferral / active EE | $520 | $4,348-88.0% | $3,964-86.9% | $5,983-91.3% |
| Admin fee / account holder | $2,897 | $6,507-55.5% | $5,615-48.4% | $11,250-74.2% |