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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 | $35,648 | $208,088-82.9% | $186,193-80.9% | $154,746-77.0% |
| Participation rate | 84.6% | 80.0%+4.6pp | 77.1%+7.5pp | 80.7%+3.9pp |
| Annual return | 20.21% | 89.97%-69.8pp | 78.03%-57.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $588 | $4,340-86.4% | $3,918-85.0% | $4,379-86.6% |
| Participant deferral / active EE | $816 | $7,078-88.5% | $6,513-87.5% | $6,730-87.9% |
| Admin fee / account holder | $686 | $11,698-94.1% | $11,058-93.8% | $14,365-95.2% |