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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 | $38,684 | $217,427-82.2% | $185,837-79.2% | $167,518-76.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.02% | 148.39%-135.4pp | 122.08%-109.1pp | 478.71%-465.7pp |
| Employer contribution / active EE | $1,703 | $5,874-71.0% | $5,168-67.0% | $4,838-64.8% |
| Participant deferral / active EE | $723 | $6,357-88.6% | $5,568-87.0% | $6,342-88.6% |
| Admin fee / account holder | $471 | $19,816-97.6% | $16,241-97.1% | $12,312-96.2% |