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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 | $69,924 | $183,627-61.9% | $155,602-55.1% | $145,978-52.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 20.04% | 61.32%-41.3pp | 64.81%-44.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $3,570 | $5,316-32.9% | $4,675-23.6% | $4,662-23.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,356 | $19,327-61.9% | $15,923-53.8% | $13,400-45.1% |