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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 | $39,845 | $157,276-74.7% | $141,177-71.8% | $152,885-73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.67% | 64.33%-44.7pp | 71.40%-51.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $2,292 | $5,262-56.4% | $4,736-51.6% | $4,763-51.9% |
| Participant deferral / active EE | $372 | $7,110-94.8% | $6,710-94.5% | $5,851-93.6% |
| Admin fee / account holder | $472 | $12,123-96.1% | $10,263-95.4% | $11,598-95.9% |