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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 | $34,963 | $58,311-40.0% | $81,882-57.3% | $80,959-56.8% |
| Participation rate | 76.5% | 63.5%+13.1pp | 72.4%+4.2pp | 67.7%+8.9pp |
| Annual return | 573.65% | 41.85%+531.8pp | 779.47%-205.8pp | 35.67%+538.0pp |
| Employer contribution / active EE | $429 | $2,347-81.7% | $2,916-85.3% | $2,757-84.4% |
| Participant deferral / active EE | $337 | $3,287-89.8% | $4,323-92.2% | $4,300-92.2% |
| Admin fee / account holder | $1,306 | $4,752-72.5% | $7,360-82.3% | $6,925-81.1% |