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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 | $217,730 | $160,040+36.0% | $147,096+48.0% | $145,877+49.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.00% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,060 | $5,289-80.0% | $4,936-78.5% | $4,663-77.3% |
| Participant deferral / active EE | $2,177 | $8,429-74.2% | $8,071-73.0% | $6,691-67.5% |
| Admin fee / account holder | $2,867 | $15,050-81.0% | $13,005-78.0% | $13,402-78.6% |