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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 | $83,297 | $129,737-35.8% | $119,126-30.1% | $154,746-46.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 14.14% | 379.08%-364.9pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,313 | $4,375-70.0% | $4,034-67.4% | $4,379-70.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,149 | $11,961-90.4% | $10,693-89.3% | $14,365-92.0% |