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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 | $140,174 | $165,399-15.3% | $149,745-6.4% | $158,982-11.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 15.49% | 348.34%-332.8pp | 276.72%-261.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $3,545 | $5,105-30.5% | $4,646-23.7% | $4,763-25.6% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,373 | $10,811-78.0% | $9,312-74.5% | $11,252-78.9% |