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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 | $31,617 | $108,882-71.0% | $96,754-67.3% | $154,746-79.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.44% | 98.39%-85.0pp | 82.04%-68.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,667 | $3,018-44.8% | $2,679-37.8% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $332 | $10,200-96.7% | $8,905-96.3% | $14,365-97.7% |