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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 | $34,491 | $150,207-77.0% | $120,380-71.3% | $145,978-76.4% |
| Participation rate | 90.5% | 78.8%+11.7pp | 71.9%+18.6pp | 80.3%+10.2pp |
| Annual return | 11.27% | 154.28%-143.0pp | 107.28%-96.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $557 | $6,175-91.0% | $4,992-88.8% | $6,690-91.7% |
| Admin fee / account holder | $3,777 | $12,203-69.1% | $9,421-59.9% | $13,400-71.8% |