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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 | $27,070 | $49,199-45.0% | $121,204-77.7% | $75,173-64.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 25.89% | 56.04%-30.2pp | 987.18%-961.3pp | 160.72%-134.8pp |
| Employer contribution / active EE | $1,171 | $1,547-24.3% | $4,170-71.9% | $2,671-56.2% |
| Participant deferral / active EE | $668 | $2,630-74.6% | $4,083-83.6% | $4,126-83.8% |
| Admin fee / account holder | $1,117 | $3,946-71.7% | $5,651-80.2% | $5,651-80.2% |