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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 | $125,237-68.9% | $105,608-63.1% | $145,877-73.3% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 10.84% | 225.76%-214.9pp | 116.50%-105.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,007 | $3,720-72.9% | $3,167-68.2% | $4,663-78.4% |
| Participant deferral / active EE | $1,016 | $5,711-82.2% | $5,010-79.7% | $6,691-84.8% |
| Admin fee / account holder | $319 | $17,287-98.2% | $11,028-97.1% | $13,402-97.6% |