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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 | $60,412 | $196,972-69.3% | $182,262-66.9% | $198,609-69.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.19% | 158.27%-147.1pp | 140.60%-129.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $2,468 | $5,364-54.0% | $5,046-51.1% | $5,055-51.2% |
| Participant deferral / active EE | $906 | $8,643-89.5% | $8,276-89.1% | $6,977-87.0% |
| Admin fee / account holder | $385 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |