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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 | $96,525 | $183,516-47.4% | $155,534-37.9% | $145,884-33.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.60% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,528 | $5,315-52.4% | $4,675-45.9% | $4,662-45.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,781 | $19,293-90.8% | $15,900-88.8% | $13,392-86.7% |