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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 | $112,776 | $148,629-24.1% | $135,982-17.1% | $139,487-19.1% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.88% | 79.33%-61.5pp | 68.32%-50.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,134 | $8,102-86.0% | $7,760-85.4% | $6,713-83.1% |
| Admin fee / account holder | $4,125 | $12,406-66.7% | $10,767-61.7% | $11,407-63.8% |