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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 | $26,948 | $185,312-85.5% | $161,489-83.3% | $154,746-82.6% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 91.70% | 103.84%-12.1pp | 89.72%+2.0pp | 172.34%-80.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,978 | $6,350-68.8% | $5,630-64.9% | $6,730-70.6% |
| Admin fee / account holder | $2,400 | $18,654-87.1% | $16,006-85.0% | $14,365-83.3% |