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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 | $154,777 | $125,190+23.6% | $105,624+46.5% | $145,897+6.1% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 8.66% | 225.22%-216.6pp | 116.20%-107.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,941 | $3,720-20.9% | $3,168-7.1% | $4,663-36.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,739 | $17,138-54.8% | $10,961-29.4% | $13,390-42.2% |