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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 | $64,515 | $159,978-59.7% | $147,041-56.1% | $145,978-55.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.73% | 98.36%-81.6pp | 419.21%-402.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $2,145 | $5,288-59.4% | $4,935-56.5% | $4,662-54.0% |
| Participant deferral / active EE | $2,024 | $8,429-76.0% | $8,071-74.9% | $6,690-69.7% |
| Admin fee / account holder | $320 | $15,053-97.9% | $13,006-97.5% | $13,400-97.6% |