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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 | $23,135 | $226,105-89.8% | $182,540-87.3% | $152,897-84.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.18% | 192.58%-174.4pp | 148.58%-130.4pp | 345.43%-327.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $590 | $6,370-90.7% | $5,525-89.3% | $5,851-89.9% |
| Admin fee / account holder | $6,577 | $10,706-38.6% | $8,593-23.5% | $11,599-43.3% |