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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 | $20,861 | $57,312-63.6% | $86,617-75.9% | $75,181-72.3% |
| Participation rate | 85.3% | 63.2%+22.1pp | 71.7%+13.6pp | 67.2%+18.1pp |
| Annual return | 16.96% | 2672.78%-2655.8pp | 591.91%-575.0pp | 160.69%-143.7pp |
| Employer contribution / active EE | $1,410 | $2,315-39.1% | $3,023-53.4% | $2,671-47.2% |
| Participant deferral / active EE | $447 | $3,319-86.5% | $4,437-89.9% | $4,126-89.2% |
| Admin fee / account holder | $633 | $4,114-84.6% | $5,613-88.7% | $5,650-88.8% |