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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 | $82,595 | $217,427-62.0% | $185,837-55.6% | $167,518-50.7% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 17.54% | 148.39%-130.9pp | 122.08%-104.5pp | 478.71%-461.2pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,076 | $6,357-83.1% | $5,568-80.7% | $6,342-83.0% |
| Admin fee / account holder | $375 | $19,816-98.1% | $16,241-97.7% | $12,312-97.0% |