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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 | $33,718 | $160,028-78.9% | $147,080-77.1% | $145,884-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.48% | 98.60%-79.1pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,191 | $5,286-77.5% | $4,933-75.9% | $4,662-74.4% |
| Participant deferral / active EE | $1,812 | $8,422-78.5% | $8,066-77.5% | $6,690-72.9% |
| Admin fee / account holder | $1,262 | $15,030-91.6% | $12,989-90.3% | $13,392-90.6% |