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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 | $43,881 | $183,978-76.1% | $162,171-72.9% | $152,885-71.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 29.66% | 150.78%-121.1pp | 115.60%-85.9pp | 345.39%-315.7pp |
| Employer contribution / active EE | $2,160 | $6,370-66.1% | $5,613-61.5% | $4,763-54.7% |
| Participant deferral / active EE | $2,449 | $8,033-69.5% | $7,297-66.4% | $5,851-58.1% |
| Admin fee / account holder | $765 | $13,122-94.2% | $10,843-92.9% | $11,598-93.4% |