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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 | $95,609 | $160,028-40.3% | $147,080-35.0% | $145,884-34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,294 | $5,286-75.5% | $4,933-73.8% | $4,662-72.3% |
| Participant deferral / active EE | $1,813 | $8,422-78.5% | $8,066-77.5% | $6,690-72.9% |
| Admin fee / account holder | $881 | $15,030-94.1% | $12,989-93.2% | $13,392-93.4% |