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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 | $18,013 | $76,368-76.4% | $67,681-73.4% | $154,746-88.4% |
| Participation rate | 84.2% | 79.0%+5.3pp | 73.7%+10.5pp | 80.7%+3.5pp |
| Annual return | 15.79% | 1066.77%-1051.0pp | 590.58%-574.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,153 | $3,151-63.4% | $2,678-56.9% | $4,379-73.7% |
| Participant deferral / active EE | $953 | $4,824-80.2% | $3,976-76.0% | $6,730-85.8% |
| Admin fee / account holder | $1,061 | $8,559-87.6% | $6,100-82.6% | $14,365-92.6% |