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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 | $51,490 | $102,663-49.8% | $86,216-40.3% | $139,466-63.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.6pp |
| Annual return | 10.39% | 1924.52%-1914.1pp | 1169.42%-1159.0pp | 373.66%-363.3pp |
| Employer contribution / active EE | $677 | $3,035-77.7% | $2,382-71.6% | $4,754-85.8% |
| Participant deferral / active EE | $677 | $4,677-85.5% | $3,986-83.0% | $6,712-89.9% |
| Admin fee / account holder | $4,701 | $8,663-45.7% | $6,853-31.4% | $11,409-58.8% |