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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 | $18,993 | $102,595-81.5% | $94,057-79.8% | $154,746-87.7% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 14.21% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $445 | $3,147-85.9% | $2,933-84.8% | $4,379-89.8% |
| Participant deferral / active EE | $1,023 | $5,118-80.0% | $4,709-78.3% | $6,730-84.8% |
| Admin fee / account holder | $959 | $7,736-87.6% | $7,244-86.8% | $14,365-93.3% |