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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 | $39,283 | $124,175-68.4% | $108,405-63.8% | $167,536-76.6% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 10.51% | 1380.13%-1369.6pp | 905.55%-895.0pp | 478.82%-468.3pp |
| Employer contribution / active EE | $521 | $4,188-87.6% | $3,559-85.4% | $4,839-89.2% |
| Participant deferral / active EE | $986 | $6,908-85.7% | $6,563-85.0% | $6,342-84.5% |
| Admin fee / account holder | $879 | $9,457-90.7% | $7,297-88.0% | $12,315-92.9% |