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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 | $26,145 | $107,368-75.6% | $92,915-71.9% | $152,909-82.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 15.41% | 145.64%-130.2pp | 109.45%-94.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $3,235 | $4,222-23.4% | $3,653-11.4% | $4,764-32.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,147 | $7,082-69.7% | $5,796-63.0% | $11,601-81.5% |