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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 | $34,981 | $209,425-83.3% | $178,499-80.4% | $158,966-78.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.94% | 188.80%-169.9pp | 151.10%-132.2pp | 302.95%-284.0pp |
| Employer contribution / active EE | $2,028 | $5,707-64.5% | $5,011-59.5% | $4,762-57.4% |
| Participant deferral / active EE | $1,721 | $5,955-71.1% | $5,202-66.9% | $5,983-71.2% |
| Admin fee / account holder | $2,903 | $17,078-83.0% | $13,986-79.2% | $11,250-74.2% |