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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 | $139,505 | $166,268-16.1% | $165,100-15.5% | $145,897-4.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 24.79% | 100.52%-75.7pp | 70.21%-45.4pp | 552.29%-527.5pp |
| Employer contribution / active EE | $2,040 | $5,284-61.4% | $4,348-53.1% | $4,663-56.3% |
| Participant deferral / active EE | $1,077 | $6,964-84.5% | $6,035-82.2% | $6,689-83.9% |
| Admin fee / account holder | $7,892 | $16,659-52.6% | $12,696-37.8% | $13,390-41.1% |