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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 | $46,668 | $160,070-70.8% | $147,117-68.3% | $145,897-68.0% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 15.69% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,068 | $5,285-60.9% | $4,932-58.1% | $4,663-55.6% |
| Participant deferral / active EE | $2,365 | $8,419-71.9% | $8,065-70.7% | $6,689-64.7% |
| Admin fee / account holder | $2,346 | $15,035-84.4% | $12,993-81.9% | $13,390-82.5% |