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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 | $60,947 | $197,637-69.2% | $177,848-65.7% | $158,982-61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.14% | 58.77%-43.6pp | 48.33%-33.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,343 | $8,405-72.1% | $7,714-69.6% | $5,983-60.8% |
| Admin fee / account holder | $2,545 | $15,406-83.5% | $12,431-79.5% | $11,252-77.4% |