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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 | $45,302 | $60,504-25.1% | $81,882-44.7% | $74,478-39.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.42% | 16.91%+0.5pp | 779.47%-762.0pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $2,984 | $2,627+13.6% | $2,916+2.3% | $2,626+13.6% |
| Participant deferral / active EE | $76 | $3,400-97.8% | $4,323-98.2% | $4,350-98.2% |
| Admin fee / account holder | $2,218 | $1,492+48.6% | $7,360-69.9% | $1,946+14.0% |