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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 | $76,368-84.6% | $67,681-82.6% | $154,746-92.4% |
| Participation rate | 76.9% | 79.0%-2.0pp | 73.7%+3.2pp | 80.7%-3.8pp |
| Annual return | 14.60% | 1066.77%-1052.2pp | 590.58%-576.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $856 | $3,151-72.8% | $2,678-68.0% | $4,379-80.4% |
| Participant deferral / active EE | $871 | $4,824-81.9% | $3,976-78.1% | $6,730-87.1% |
| Admin fee / account holder | $971 | $8,559-88.7% | $6,100-84.1% | $14,365-93.2% |