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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 | $79,429 | $209,422-62.1% | $178,503-55.5% | $158,982-50.0% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 12.07% | 188.81%-176.7pp | 151.12%-139.0pp | 302.99%-290.9pp |
| Employer contribution / active EE | $2,586 | $5,707-54.7% | $5,011-48.4% | $4,763-45.7% |
| Participant deferral / active EE | $1,324 | $5,955-77.8% | $5,202-74.6% | $5,983-77.9% |
| Admin fee / account holder | $958 | $17,079-94.4% | $13,987-93.1% | $11,252-91.5% |