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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 | $83,589 | $209,425-60.1% | $178,499-53.2% | $158,966-47.4% |
| Participation rate | 73.3% | 86.4%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 13.01% | 188.80%-175.8pp | 151.10%-138.1pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,661 | $5,955-72.1% | $5,202-68.1% | $5,983-72.2% |
| Admin fee / account holder | $3,879 | $17,078-77.3% | $13,986-72.3% | $11,250-65.5% |