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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 | $25,688 | $65,434-60.7% | $98,483-73.9% | $85,847-70.1% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.3%+25.8pp |
| Annual return | 19.83% | 21.75%-1.9pp | 1494.38%-1474.5pp | 318.61%-298.8pp |
| Employer contribution / active EE | $2,494 | $2,169+15.0% | $2,961-15.8% | $2,565-2.8% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,361 | $4,595-48.6% | $5,953-60.3% | $6,261-62.3% |