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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 | $79,928 | $176,105-54.6% | $159,474-49.9% | $167,536-52.3% |
| Participation rate | 81.0% | 85.0%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 13.48% | 331.91%-318.4pp | 263.68%-250.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,509 | $5,299-71.5% | $4,831-68.8% | $4,839-68.8% |
| Participant deferral / active EE | $2,340 | $7,751-69.8% | $7,353-68.2% | $6,342-63.1% |
| Admin fee / account holder | $958 | $12,559-92.4% | $10,802-91.1% | $12,315-92.2% |