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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 | $38,428 | $102,595-62.5% | $94,057-59.1% | $154,746-75.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.93% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $5,030 | $3,147+59.8% | $2,933+71.5% | $4,379+14.9% |
| Participant deferral / active EE | $693 | $5,118-86.5% | $4,709-85.3% | $6,730-89.7% |
| Admin fee / account holder | $2,066 | $7,736-73.3% | $7,244-71.5% | $14,365-85.6% |