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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 | $25,755 | $111,535-76.9% | $105,223-75.5% | $137,256-81.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 12.97% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,464 | $3,939-62.8% | $3,689-60.3% | $4,156-64.8% |
| Participant deferral / active EE | $482 | $5,500-91.2% | $5,072-90.5% | $6,407-92.5% |
| Admin fee / account holder | $2,212 | $9,721-77.2% | $8,859-75.0% | $12,270-82.0% |