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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 | $136,792 | $196,972-30.6% | $182,262-24.9% | $198,609-31.1% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 14.17% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $13,900 | $5,364+159.2% | $5,046+175.5% | $5,055+175.0% |
| Participant deferral / active EE | $1,259 | $8,643-85.4% | $8,276-84.8% | $6,977-82.0% |
| Admin fee / account holder | $1,385 | $18,429-92.5% | $16,712-91.7% | $19,030-92.7% |