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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 | $39,000 | $125,193-68.8% | $105,591-63.1% | $145,978-73.3% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 10.84% | 225.53%-214.7pp | 116.43%-105.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,007 | $3,718-72.9% | $3,166-68.2% | $4,662-78.4% |
| Participant deferral / active EE | $1,016 | $5,708-82.2% | $5,008-79.7% | $6,690-84.8% |
| Admin fee / account holder | $319 | $17,277-98.2% | $11,024-97.1% | $13,400-97.6% |