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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 | $230,392 | $171,492+34.3% | $150,734+52.8% | $198,609+16.0% |
| Participation rate | 90.0% | 81.4%+8.6pp | 78.4%+11.6pp | 82.4%+7.6pp |
| Annual return | 12.09% | 804.70%-792.6pp | 600.81%-588.7pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,363 | $6,259-62.2% | $5,610-57.9% | $6,977-66.1% |
| Admin fee / account holder | $3,546 | $17,628-79.9% | $14,905-76.2% | $19,030-81.4% |