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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 | $41,412 | $99,011-58.2% | $86,582-52.2% | $147,586-71.9% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 13.71% | 1312.75%-1299.0pp | 965.08%-951.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $1,176 | $3,132-62.4% | $2,839-58.6% | $4,876-75.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,139 | $5,709-80.1% | $4,904-76.8% | $10,886-89.5% |