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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 | $49,536 | $100,895-50.9% | $90,430-45.2% | $158,950-68.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 9.54% | 1725.54%-1716.0pp | 1293.73%-1284.2pp | 302.91%-293.4pp |
| Employer contribution / active EE | $2,202 | $3,689-40.3% | $3,262-32.5% | $4,762-53.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,228 | $6,505-81.1% | $5,613-78.1% | $11,248-89.1% |