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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 | $27,057 | $157,296-82.8% | $141,191-80.8% | $152,897-82.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.86% | 64.34%-44.5pp | 71.41%-51.5pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,561 | $5,262-70.3% | $4,736-67.1% | $4,764-67.2% |
| Participant deferral / active EE | $1,561 | $7,111-78.1% | $6,710-76.7% | $5,851-73.3% |
| Admin fee / account holder | $831 | $12,125-93.2% | $10,264-91.9% | $11,599-92.8% |