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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 | $70,353 | $106,008-33.6% | $92,240-23.7% | $147,586-52.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.25% | 50.05%-37.8pp | 176.29%-164.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,175 | $4,333-72.9% | $3,680-68.1% | $4,876-75.9% |
| Participant deferral / active EE | $660 | $4,478-85.3% | $3,897-83.1% | $5,439-87.9% |
| Admin fee / account holder | $764 | $6,333-87.9% | $5,194-85.3% | $10,886-93.0% |