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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 | $11,791 | $73,421-83.9% | $66,439-82.3% | $155,188-92.4% |
| Participation rate | 76.9% | 79.7%-2.8pp | 74.5%+2.4pp | 80.8%-3.9pp |
| Annual return | 14.60% | 1382.37%-1367.8pp | 757.66%-743.1pp | 148.84%-134.2pp |
| Employer contribution / active EE | $856 | $3,039-71.8% | $2,637-67.5% | $4,248-79.8% |
| Participant deferral / active EE | $871 | $4,680-81.4% | $3,876-77.5% | $6,531-86.7% |
| Admin fee / account holder | $971 | $8,856-89.0% | $6,173-84.3% | $14,480-93.3% |