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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 | $41,892 | $56,197-25.5% | $67,652-38.1% | $59,633-29.8% |
| Participation rate | 80.6% | 71.5%+9.2pp | 75.7%+5.0pp | 68.7%+12.0pp |
| Annual return | 1.59% | 18508.10%-18506.5pp | 6625.40%-6623.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,957 | $1,615+21.2% | $2,266-13.6% | $2,203-11.2% |
| Participant deferral / active EE | $589 | $2,844-79.3% | $3,560-83.4% | $3,192-81.5% |
| Admin fee / account holder | $5,221 | $3,958+31.9% | $4,821+8.3% | $4,297+21.5% |