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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 | $68,981 | $118,708-41.9% | $98,920-30.3% | $158,982-56.6% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $807 | $3,334-75.8% | $2,689-70.0% | $4,763-83.1% |
| Participant deferral / active EE | $1,207 | $5,089-76.3% | $4,245-71.6% | $5,983-79.8% |
| Admin fee / account holder | $1,776 | $10,134-82.5% | $6,643-73.3% | $11,252-84.2% |