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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 | $65,106 | $157,296-58.6% | $141,191-53.9% | $152,897-57.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.85% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,203 | $7,111-83.1% | $6,710-82.1% | $5,851-79.4% |
| Admin fee / account holder | $999 | $12,125-91.8% | $10,264-90.3% | $11,599-91.4% |