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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 | $87,844 | $196,972-55.4% | $182,262-51.8% | $198,609-55.8% |
| Participation rate | 92.9% | 85.7%+7.2pp | 84.2%+8.6pp | 82.4%+10.5pp |
| Annual return | 7.31% | 158.27%-151.0pp | 140.60%-133.3pp | 202.70%-195.4pp |
| Employer contribution / active EE | $2,972 | $5,364-44.6% | $5,046-41.1% | $5,055-41.2% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,015 | $18,429-29.4% | $16,712-22.1% | $19,030-31.6% |