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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 | $16,416 | $102,595-84.0% | $94,057-82.5% | $154,746-89.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.43% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $5,158 | $3,147+63.9% | $2,933+75.9% | $4,379+17.8% |
| Participant deferral / active EE | $1,029 | $5,118-79.9% | $4,709-78.1% | $6,730-84.7% |
| Admin fee / account holder | $1,208 | $7,736-84.4% | $7,244-83.3% | $14,365-91.6% |