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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 | $45,359 | $208,088-78.2% | $186,193-75.6% | $154,746-70.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 13.45% | 89.97%-76.5pp | 78.03%-64.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,274 | $7,078-82.0% | $6,513-80.4% | $6,730-81.1% |
| Admin fee / account holder | $731 | $11,698-93.8% | $11,058-93.4% | $14,365-94.9% |