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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 | $61,014 | $88,778-31.3% | $81,844-25.5% | $145,884-58.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 18.77% | 1033.03%-1014.3pp | 778.87%-760.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $2,128 | $3,087-31.1% | $2,916-27.0% | $4,662-54.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,747 | $8,430-79.3% | $7,355-76.2% | $13,392-87.0% |