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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 | $21,612 | $160,070-86.5% | $147,117-85.3% | $145,897-85.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.65% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,176 | $5,285-77.7% | $4,932-76.2% | $4,663-74.8% |
| Participant deferral / active EE | $1,176 | $8,419-86.0% | $8,065-85.4% | $6,689-82.4% |
| Admin fee / account holder | $816 | $15,035-94.6% | $12,993-93.7% | $13,390-93.9% |