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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 | $40,825 | $63,346-35.6% | $92,240-55.7% | $70,126-41.8% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 16.32% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,243 | $2,471-49.7% | $3,680-66.2% | $2,343-46.9% |
| Participant deferral / active EE | $1,084 | $2,854-62.0% | $3,897-72.2% | $3,332-67.5% |
| Admin fee / account holder | $917 | $3,841-76.1% | $5,194-82.4% | $4,645-80.3% |