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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 | $42,762 | $176,105-75.7% | $159,474-73.2% | $167,536-74.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.96% | 331.91%-316.0pp | 263.68%-247.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,101 | $5,299-79.2% | $4,831-77.2% | $4,839-77.3% |
| Participant deferral / active EE | $1,208 | $7,751-84.4% | $7,353-83.6% | $6,342-81.0% |
| Admin fee / account holder | $4,243 | $12,559-66.2% | $10,802-60.7% | $12,315-65.5% |