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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 | $41,818 | $135,639-69.2% | $110,241-62.1% | $135,382-69.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | 3.33% | 513.21%-509.9pp | 314.75%-311.4pp | 519.77%-516.4pp |
| Employer contribution / active EE | $1,006 | $4,907-79.5% | $3,827-73.7% | $4,779-79.0% |
| Participant deferral / active EE | $1,507 | $5,507-72.6% | $4,672-67.7% | $5,609-73.1% |
| Admin fee / account holder | $382 | $11,457-96.7% | $8,548-95.5% | $10,829-96.5% |