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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 | $96,123-44.4% | $77,361-31.0% | $198,609-73.1% |
| Participation rate | 95.8% | 81.1%+14.7pp | 75.0%+20.9pp | 82.4%+13.5pp |
| Annual return | 9.41% | 2054.81%-2045.4pp | 1011.54%-1002.1pp | 202.70%-193.3pp |
| Employer contribution / active EE | $1,701 | $3,791-55.1% | $2,990-43.1% | $5,055-66.4% |
| Participant deferral / active EE | $425 | $4,975-91.5% | $3,911-89.1% | $6,977-93.9% |
| Admin fee / account holder | $2,426 | $9,471-74.4% | $5,894-58.8% | $19,030-87.2% |