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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 | $30,620 | $108,942-71.9% | $100,415-69.5% | $145,897-79.0% |
| Participation rate | 70.6% | 83.0%-12.4pp | 81.5%-10.9pp | 80.3%-9.7pp |
| Annual return | 10.37% | 58.27%-47.9pp | 49.47%-39.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,695 | $4,422-61.7% | $3,943-57.0% | $4,663-63.6% |
| Participant deferral / active EE | $2,231 | $8,461-73.6% | $8,091-72.4% | $6,689-66.7% |
| Admin fee / account holder | $2,159 | $9,702-77.7% | $7,906-72.7% | $13,390-83.9% |