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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 | $52,042 | $209,422-75.1% | $178,503-70.8% | $158,982-67.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.63% | 188.81%-172.2pp | 151.12%-134.5pp | 302.99%-286.4pp |
| Employer contribution / active EE | $2,031 | $5,707-64.4% | $5,011-59.5% | $4,763-57.4% |
| Participant deferral / active EE | $1,949 | $5,955-67.3% | $5,202-62.5% | $5,983-67.4% |
| Admin fee / account holder | $741 | $17,079-95.7% | $13,987-94.7% | $11,252-93.4% |