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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 | $33,070 | $166,131-80.1% | $164,975-80.0% | $145,877-77.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.89% | 100.37%-91.5pp | 70.12%-61.2pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,362 | $5,276-55.2% | $4,343-45.6% | $4,663-49.3% |
| Participant deferral / active EE | $2,028 | $6,962-70.9% | $6,033-66.4% | $6,691-69.7% |
| Admin fee / account holder | $3,811 | $16,648-77.1% | $12,688-70.0% | $13,402-71.6% |