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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 | $41,153 | $166,131-75.2% | $164,975-75.1% | $145,877-71.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 71.58% | 100.37%-28.8pp | 70.12%+1.5pp | 551.28%-479.7pp |
| Employer contribution / active EE | $2,317 | $5,276-56.1% | $4,343-46.7% | $4,663-50.3% |
| Participant deferral / active EE | $1,908 | $6,962-72.6% | $6,033-68.4% | $6,691-71.5% |
| Admin fee / account holder | $303 | $16,648-98.2% | $12,688-97.6% | $13,402-97.7% |