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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 | $23,413 | $82,630-71.7% | $64,105-63.5% | $125,389-81.3% |
| Participation rate | 93.3% | 75.9%+17.5pp | 68.2%+25.2pp | 83.2%+10.1pp |
| Annual return | 1.78% | 1489.72%-1487.9pp | 791.24%-789.5pp | 282.24%-280.5pp |
| Employer contribution / active EE | $994 | $2,671-62.8% | $1,820-45.4% | $4,866-79.6% |
| Participant deferral / active EE | $261 | $3,608-92.8% | $2,822-90.8% | $5,352-95.1% |
| Admin fee / account holder | $1,651 | $6,382-74.1% | $4,499-63.3% | $9,541-82.7% |