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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 | $23,632 | $160,070-85.2% | $147,117-83.9% | $145,897-83.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.13% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $4,424 | $5,285-16.3% | $4,932-10.3% | $4,663-5.1% |
| Participant deferral / active EE | $1,469 | $8,419-82.6% | $8,065-81.8% | $6,689-78.0% |
| Admin fee / account holder | $648 | $15,035-95.7% | $12,993-95.0% | $13,390-95.2% |