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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 | $144,473 | $107,941+33.8% | $91,994+57.0% | $152,909-5.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.53% | 89.28%-69.7pp | 69.04%-49.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,280 | $4,212-69.6% | $3,453-62.9% | $4,764-73.1% |
| Participant deferral / active EE | $1,653 | $6,366-74.0% | $5,924-72.1% | $5,851-71.8% |
| Admin fee / account holder | $997 | $10,521-90.5% | $7,744-87.1% | $11,601-91.4% |