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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 | $159,091 | $209,422-24.0% | $178,503-10.9% | $158,982+0.1% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 14.02% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,336 | $5,955-77.6% | $5,202-74.3% | $5,983-77.7% |
| Admin fee / account holder | $22,016 | $17,079+28.9% | $13,987+57.4% | $11,252+95.7% |