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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 | $60,393-25.0% | $81,820-44.6% | $74,429-39.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.42% | 16.89%+0.5pp | 777.93%-760.5pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $2,984 | $2,626+13.6% | $2,915+2.4% | $2,625+13.7% |
| Participant deferral / active EE | $76 | $3,397-97.7% | $4,323-98.2% | $4,348-98.2% |
| Admin fee / account holder | $2,218 | $1,491+48.8% | $7,391-70.0% | $1,944+14.1% |