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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 | $15,515 | $80,812-80.8% | $160,784-90.4% | $82,448-81.2% |
| Participation rate | 97.1% | 66.2%+30.8pp | 77.0%+20.1pp | 68.1%+29.0pp |
| Annual return | 15.73% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,046 | $2,174-5.9% | $3,733-45.2% | $2,551-19.8% |
| Participant deferral / active EE | $1,332 | $4,335-69.3% | $6,293-78.8% | $4,139-67.8% |
| Admin fee / account holder | $1,828 | $7,695-76.2% | $9,717-81.2% | $7,234-74.7% |