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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 | $109,224 | $171,492-36.3% | $150,734-27.5% | $198,609-45.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 4.48% | 804.70%-800.2pp | 600.81%-596.3pp | 202.70%-198.2pp |
| Employer contribution / active EE | $2,063 | $5,470-62.3% | $4,918-58.1% | $5,055-59.2% |
| Participant deferral / active EE | $2,057 | $6,259-67.1% | $5,610-63.3% | $6,977-70.5% |
| Admin fee / account holder | $446 | $17,628-97.5% | $14,905-97.0% | $19,030-97.7% |