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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 | $14,613 | $99,011-85.2% | $86,582-83.1% | $147,586-90.1% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 17.91% | 1312.75%-1294.8pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,989 | $3,132-36.5% | $2,839-29.9% | $4,876-59.2% |
| Participant deferral / active EE | $423 | $3,972-89.3% | $3,609-88.3% | $5,439-92.2% |
| Admin fee / account holder | $967 | $5,709-83.1% | $4,904-80.3% | $10,886-91.1% |