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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 | $7,717 | $90,614-91.5% | $76,089-89.9% | $145,877-94.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.06% | 623.80%-609.7pp | 360.94%-346.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $664 | $3,324-80.0% | $2,690-75.3% | $4,663-85.8% |
| Participant deferral / active EE | $829 | $5,168-84.0% | $4,259-80.5% | $6,691-87.6% |
| Admin fee / account holder | $2,391 | $8,376-71.5% | $6,418-62.7% | $13,402-82.2% |