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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 | $8,773 | $108,882-91.9% | $96,754-90.9% | $154,746-94.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.89% | 98.39%-79.5pp | 82.04%-63.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $596 | $3,018-80.3% | $2,679-77.8% | $4,379-86.4% |
| Participant deferral / active EE | $898 | $5,323-83.1% | $4,758-81.1% | $6,730-86.7% |
| Admin fee / account holder | $1,031 | $10,200-89.9% | $8,905-88.4% | $14,365-92.8% |