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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 | $47,933 | $102,663-53.3% | $86,216-44.4% | $139,466-65.6% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 15.15% | 1924.52%-1909.4pp | 1169.42%-1154.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,510 | $3,035-50.3% | $2,382-36.6% | $4,754-68.2% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,031 | $8,663-65.0% | $6,853-55.8% | $11,409-73.4% |