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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 | $82,464 | $129,737-36.4% | $119,126-30.8% | $154,746-46.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.02% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,069 | $4,375-52.7% | $4,034-48.7% | $4,379-52.8% |
| Participant deferral / active EE | $1,831 | $5,842-68.7% | $5,318-65.6% | $6,730-72.8% |
| Admin fee / account holder | $1,046 | $11,961-91.3% | $10,693-90.2% | $14,365-92.7% |