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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 | $40,213 | $175,231-77.1% | $149,696-73.1% | $139,466-71.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.09% | 166.77%-149.7pp | 134.46%-117.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,498 | $5,478-72.6% | $4,821-68.9% | $4,754-68.5% |
| Participant deferral / active EE | $988 | $6,521-84.8% | $5,682-82.6% | $6,712-85.3% |
| Admin fee / account holder | $2,273 | $16,155-85.9% | $13,212-82.8% | $11,409-80.1% |