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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 | $51,896 | $226,090-77.0% | $182,531-71.6% | $152,885-66.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 23.44% | 192.57%-169.1pp | 148.57%-125.1pp | 345.39%-322.0pp |
| Employer contribution / active EE | $1,534 | $4,978-69.2% | $4,075-62.4% | $4,763-67.8% |
| Participant deferral / active EE | $1,064 | $6,369-83.3% | $5,525-80.7% | $5,851-81.8% |
| Admin fee / account holder | $670 | $10,705-93.7% | $8,593-92.2% | $11,598-94.2% |