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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 | $151,092 | $112,112+34.8% | $95,956+57.5% | $158,950-4.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 6.62% | 171.15%-164.5pp | 91.63%-85.0pp | 302.91%-296.3pp |
| Employer contribution / active EE | $788 | $3,199-75.4% | $2,541-69.0% | $4,762-83.5% |
| Participant deferral / active EE | $824 | $4,784-82.8% | $4,167-80.2% | $5,983-86.2% |
| Admin fee / account holder | $1,322 | $10,134-87.0% | $6,797-80.6% | $11,248-88.2% |