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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 | $46,041 | $111,301-58.6% | $112,977-59.2% | $158,966-71.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 41.82% | 26.40%+15.4pp | 24.24%+17.6pp | 302.95%-261.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $853 | $5,880-85.5% | $5,836-85.4% | $5,983-85.8% |
| Admin fee / account holder | $894 | $8,392-89.3% | $6,294-85.8% | $11,250-92.1% |