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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 | $34,180 | $72,465-52.8% | $67,575-49.4% | $145,884-76.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.80% | 7222.56%-7210.8pp | 3528.98%-3517.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,119 | $3,074-63.6% | $2,736-59.1% | $4,662-76.0% |
| Participant deferral / active EE | $440 | $4,786-90.8% | $4,003-89.0% | $6,690-93.4% |
| Admin fee / account holder | $4,795 | $5,515-13.1% | $3,993+20.1% | $13,392-64.2% |