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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 | $119,430 | $159,978-25.3% | $147,041-18.8% | $145,978-18.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.54% | 98.36%-85.8pp | 419.21%-406.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,337 | $5,288-74.7% | $4,935-72.9% | $4,662-71.3% |
| Participant deferral / active EE | $1,848 | $8,429-78.1% | $8,071-77.1% | $6,690-72.4% |
| Admin fee / account holder | $580 | $15,053-96.1% | $13,006-95.5% | $13,400-95.7% |