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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 | $54,195 | $77,157-29.8% | $108,405-50.0% | $85,851-36.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.78% | 44.55%-30.8pp | 905.55%-891.8pp | 318.63%-304.9pp |
| Employer contribution / active EE | $1,935 | $2,379-18.7% | $3,559-45.6% | $2,565-24.6% |
| Participant deferral / active EE | $2,499 | $5,567-55.1% | $6,563-61.9% | $3,952-36.8% |
| Admin fee / account holder | $771 | $5,174-85.1% | $7,297-89.4% | $6,261-87.7% |