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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 | $15,482 | $111,535-86.1% | $105,223-85.3% | $137,256-88.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.02% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $406 | $5,500-92.6% | $5,072-92.0% | $6,407-93.7% |
| Admin fee / account holder | $5,256 | $9,721-45.9% | $8,859-40.7% | $12,270-57.2% |