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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 | $28,038 | $138,078-79.7% | $125,363-77.6% | $134,509-79.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -7.87% | 750.49%-758.4pp | 572.15%-580.0pp | 418.13%-426.0pp |
| Employer contribution / active EE | $1,208 | $5,245-77.0% | $4,815-74.9% | $4,741-74.5% |
| Participant deferral / active EE | $2,469 | $7,800-68.3% | $7,447-66.8% | $6,400-61.4% |
| Admin fee / account holder | $4,897 | $11,566-57.7% | $10,005-51.1% | $11,427-57.1% |