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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 | $17,638 | $160,040-89.0% | $147,096-88.0% | $145,877-87.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 17.14% | 98.49%-81.4pp | 419.75%-402.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,489 | $5,289-71.8% | $4,936-69.8% | $4,663-68.1% |
| Participant deferral / active EE | $2,167 | $8,429-74.3% | $8,071-73.1% | $6,691-67.6% |
| Admin fee / account holder | $1,371 | $15,050-90.9% | $13,005-89.5% | $13,402-89.8% |