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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 | $29,122 | $160,070-81.8% | $147,117-80.2% | $145,897-80.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.14% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,414 | $5,285-73.2% | $4,932-71.3% | $4,663-69.7% |
| Participant deferral / active EE | $1,723 | $8,419-79.5% | $8,065-78.6% | $6,689-74.2% |
| Admin fee / account holder | $1,683 | $15,035-88.8% | $12,993-87.0% | $13,390-87.4% |