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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 | $133,438 | $166,020-19.6% | $164,866-19.1% | $145,959-8.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 13.97% | 100.08%-86.1pp | 69.97%-56.0pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,391 | $5,275-73.6% | $4,343-68.0% | $4,661-70.2% |
| Participant deferral / active EE | $1,583 | $6,961-77.3% | $6,033-73.8% | $6,689-76.3% |
| Admin fee / account holder | $20,409 | $16,644+22.6% | $12,689+60.8% | $13,398+52.3% |