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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 | $41,870 | $208,088-79.9% | $186,193-77.5% | $154,746-72.9% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 12.32% | 89.97%-77.7pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $894 | $7,078-87.4% | $6,513-86.3% | $6,730-86.7% |
| Admin fee / account holder | $655 | $11,698-94.4% | $11,058-94.1% | $14,365-95.4% |