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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 | $160,028-89.0% | $147,080-88.0% | $145,884-87.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 17.14% | 98.60%-81.5pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,489 | $5,286-71.8% | $4,933-69.8% | $4,662-68.1% |
| Participant deferral / active EE | $2,167 | $8,422-74.3% | $8,066-73.1% | $6,690-67.6% |
| Admin fee / account holder | $1,371 | $15,030-90.9% | $12,989-89.4% | $13,392-89.8% |