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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 | $40,453 | $217,432-81.4% | $185,851-78.2% | $167,553-75.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.39% | 148.43%-138.0pp | 122.11%-111.7pp | 478.89%-468.5pp |
| Employer contribution / active EE | $1,476 | $5,874-74.9% | $5,168-71.4% | $4,840-69.5% |
| Participant deferral / active EE | $1,813 | $6,357-71.5% | $5,569-67.4% | $6,343-71.4% |
| Admin fee / account holder | $4,262 | $19,820-78.5% | $16,245-73.8% | $12,316-65.4% |