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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 | $102,976 | $183,627-43.9% | $155,602-33.8% | $145,978-29.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 10.67% | 61.32%-50.6pp | 64.81%-54.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $4,502 | $5,316-15.3% | $4,675-3.7% | $4,662-3.4% |
| Participant deferral / active EE | $1,150 | $6,466-82.2% | $5,629-79.6% | $6,690-82.8% |
| Admin fee / account holder | $5,679 | $19,327-70.6% | $15,923-64.3% | $13,400-57.6% |