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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 | $92,673 | $180,462-48.6% | $154,111-39.9% | $135,379-31.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.18% | 888.17%-881.0pp | 735.18%-728.0pp | 519.79%-512.6pp |
| Employer contribution / active EE | $4,271 | $6,036-29.2% | $5,298-19.4% | $4,779-10.6% |
| Participant deferral / active EE | $1,095 | $5,806-81.1% | $5,081-78.4% | $5,609-80.5% |
| Admin fee / account holder | $405 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |