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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 | $57,436 | $148,582-61.3% | $135,942-57.7% | $139,456-58.8% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 15.20% | 79.26%-64.1pp | 68.28%-53.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,254 | $8,101-84.5% | $7,759-83.8% | $6,711-81.3% |
| Admin fee / account holder | $1,671 | $12,402-86.5% | $10,764-84.5% | $11,407-85.4% |