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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 | $159,934-85.2% | $147,005-83.9% | $145,959-83.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.13% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $4,424 | $5,287-16.3% | $4,934-10.3% | $4,661-5.1% |
| Participant deferral / active EE | $1,469 | $8,427-82.6% | $8,070-81.8% | $6,689-78.0% |
| Admin fee / account holder | $648 | $15,053-95.7% | $13,006-95.0% | $13,398-95.2% |