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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 | $53,406 | $76,368-30.1% | $67,681-21.1% | $154,746-65.5% |
| Participation rate | 95.8% | 79.0%+16.9pp | 73.7%+22.1pp | 80.7%+15.1pp |
| Annual return | 9.41% | 1066.77%-1057.4pp | 590.58%-581.2pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,701 | $3,151-46.0% | $2,678-36.5% | $4,379-61.2% |
| Participant deferral / active EE | $425 | $4,824-91.2% | $3,976-89.3% | $6,730-93.7% |
| Admin fee / account holder | $2,426 | $8,559-71.7% | $6,100-60.2% | $14,365-83.1% |