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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 | $26,363 | $148,623-82.3% | $135,974-80.6% | $139,466-81.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 104.17% | 79.30%+24.9pp | 68.30%+35.9pp | 373.66%-269.5pp |
| Employer contribution / active EE | $1,183 | $5,246-77.4% | $4,859-75.6% | $4,754-75.1% |
| Participant deferral / active EE | $1,395 | $8,103-82.8% | $7,760-82.0% | $6,712-79.2% |
| Admin fee / account holder | $26,852 | $12,406+116.4% | $10,767+149.4% | $11,409+135.4% |