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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 | $83,361 | $160,070-47.9% | $147,117-43.3% | $145,897-42.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.93% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,170 | $5,285-77.9% | $4,932-76.3% | $4,663-74.9% |
| Participant deferral / active EE | $1,600 | $8,419-81.0% | $8,065-80.2% | $6,689-76.1% |
| Admin fee / account holder | $639 | $15,035-95.8% | $12,993-95.1% | $13,390-95.2% |