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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 | $43,441 | $209,422-79.3% | $178,503-75.7% | $158,982-72.7% |
| Participation rate | 76.5% | 86.4%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 11.75% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $3,532 | $5,707-38.1% | $5,011-29.5% | $4,763-25.8% |
| Participant deferral / active EE | $1,614 | $5,955-72.9% | $5,202-69.0% | $5,983-73.0% |
| Admin fee / account holder | $4,112 | $17,079-75.9% | $13,987-70.6% | $11,252-63.5% |