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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 | $72,677 | $104,106-30.2% | $71,086+2.2% | $135,379-46.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 20.61% | 1256.30%-1235.7pp | 650.59%-630.0pp | 519.79%-499.2pp |
| Employer contribution / active EE | $1,667 | $1,485+12.2% | $1,088+53.2% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,105 | $4,142-49.2% | $3,082-31.7% | $10,828-80.6% |