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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 | $60,231 | $175,231-65.6% | $149,696-59.8% | $139,466-56.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 10.67% | 166.77%-156.1pp | 134.46%-123.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $2,191 | $5,478-60.0% | $4,821-54.6% | $4,754-53.9% |
| Participant deferral / active EE | $133 | $6,521-98.0% | $5,682-97.7% | $6,712-98.0% |
| Admin fee / account holder | $2,450 | $16,155-84.8% | $13,212-81.5% | $11,409-78.5% |