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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 | $34,766 | $166,268-79.1% | $165,100-78.9% | $145,897-76.2% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 10.26% | 100.52%-90.3pp | 70.21%-59.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,559 | $5,284-51.6% | $4,348-41.1% | $4,663-45.1% |
| Participant deferral / active EE | $867 | $6,964-87.5% | $6,035-85.6% | $6,689-87.0% |
| Admin fee / account holder | $642 | $16,659-96.1% | $12,696-94.9% | $13,390-95.2% |