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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 | $133,461 | $196,972-32.2% | $182,262-26.8% | $198,609-32.8% |
| Participation rate | 95.8% | 85.7%+10.1pp | 84.2%+11.6pp | 82.4%+13.5pp |
| Annual return | 15.57% | 158.27%-142.7pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $5,235 | $5,364-2.4% | $5,046+3.7% | $5,055+3.5% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $937 | $18,429-94.9% | $16,712-94.4% | $19,030-95.1% |