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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 | $149,530 | $227,399-34.2% | $189,758-21.2% | $198,609-24.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 79.8%+15.7pp | 82.4%+13.1pp |
| Annual return | 9.66% | 61.03%-51.4pp | 52.62%-43.0pp | 202.70%-193.0pp |
| Employer contribution / active EE | $1,850 | $5,526-66.5% | $4,767-61.2% | $5,055-63.4% |
| Participant deferral / active EE | $2,821 | $6,837-58.7% | $5,856-51.8% | $6,977-59.6% |
| Admin fee / account holder | $5,184 | $25,162-79.4% | $20,388-74.6% | $19,030-72.8% |