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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 | $14,498 | $84,236-82.8% | $170,439-91.5% | $70,124-79.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 86.67% | 23.06%+63.6pp | 205.94%-119.3pp | 73.14%+13.5pp |
| Employer contribution / active EE | $1,052 | $3,387-68.9% | $5,433-80.6% | $2,342-55.1% |
| Participant deferral / active EE | $652 | $3,086-78.9% | $4,939-86.8% | $3,332-80.4% |
| Admin fee / account holder | $1,820 | $5,698-68.1% | $13,881-86.9% | $4,645-60.8% |