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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 | $9,950 | $109,872-90.9% | $98,483-89.9% | $167,536-94.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 11.01% | 1959.31%-1948.3pp | 1494.38%-1483.4pp | 478.82%-467.8pp |
| Employer contribution / active EE | $3,491 | $3,225+8.3% | $2,961+17.9% | $4,839-27.9% |
| Participant deferral / active EE | $337 | $4,673-92.8% | $4,276-92.1% | $6,342-94.7% |
| Admin fee / account holder | $950 | $6,757-85.9% | $5,953-84.0% | $12,315-92.3% |