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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 | $30,995 | $102,382-69.7% | $147,005-78.9% | $80,874-61.7% |
| Participation rate | 90.6% | 75.8%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 14.26% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,125 | $3,715-69.7% | $4,934-77.2% | $2,756-59.2% |
| Participant deferral / active EE | $1,790 | $6,646-73.1% | $8,070-77.8% | $4,297-58.3% |
| Admin fee / account holder | $1,801 | $7,942-77.3% | $13,006-86.1% | $6,935-74.0% |