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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 | $17,313 | $138,114-87.5% | $125,391-86.2% | $134,545-87.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 413.79% | 750.88%-337.1pp | 572.41%-158.6pp | 418.37%-4.6pp |
| Employer contribution / active EE | $1,940 | $5,246-63.0% | $4,816-59.7% | $4,742-59.1% |
| Participant deferral / active EE | $2,159 | $7,801-72.3% | $7,448-71.0% | $6,401-66.3% |
| Admin fee / account holder | $1,035 | $11,570-91.1% | $10,009-89.7% | $11,431-90.9% |