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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 | $104,393 | $203,436-48.7% | $152,466-31.5% | $167,518-37.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 8.81% | 13.80%-5.0pp | 757.33%-748.5pp | 478.71%-469.9pp |
| Employer contribution / active EE | $1,597 | $5,220-69.4% | $4,327-63.1% | $4,838-67.0% |
| Participant deferral / active EE | $2,080 | $6,716-69.0% | $5,820-64.3% | $6,342-67.2% |
| Admin fee / account holder | $9,745 | $22,506-56.7% | $15,805-38.3% | $12,312-20.9% |