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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 | $27,303 | $208,088-86.9% | $186,193-85.3% | $154,746-82.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.90% | 89.97%-76.1pp | 78.03%-64.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,420 | $4,340-44.2% | $3,918-38.2% | $4,379-44.7% |
| Participant deferral / active EE | $69 | $7,078-99.0% | $6,513-98.9% | $6,730-99.0% |
| Admin fee / account holder | $952 | $11,698-91.9% | $11,058-91.4% | $14,365-93.4% |