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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 | $229,961 | $160,028+43.7% | $147,080+56.4% | $145,884+57.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.31% | 98.60%-80.3pp | 420.17%-401.9pp | 551.85%-533.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,110 | $8,422-86.8% | $8,066-86.2% | $6,690-83.4% |
| Admin fee / account holder | $12,272 | $15,030-18.4% | $12,989-5.5% | $13,392-8.4% |