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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 | $72,103 | $56,199+28.3% | $67,652+6.6% | $59,632+20.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.24% | 18505.31%-18503.1pp | 6625.04%-6622.8pp | 2041.32%-2039.1pp |
| Employer contribution / active EE | $1,935 | $1,614+19.9% | $2,266-14.6% | $2,203-12.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,391 | $3,958-14.3% | $4,821-29.7% | $4,297-21.1% |