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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 | $12,652 | $99,011-87.2% | $86,582-85.4% | $147,586-91.4% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 16.49% | 1312.75%-1296.3pp | 965.08%-948.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,544 | $3,132-50.7% | $2,839-45.6% | $4,876-68.3% |
| Participant deferral / active EE | $295 | $3,972-92.6% | $3,609-91.8% | $5,439-94.6% |
| Admin fee / account holder | $1,697 | $5,709-70.3% | $4,904-65.4% | $10,886-84.4% |