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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 | $166,242-19.7% | $165,071-19.2% | $145,884-8.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 13.97% | 100.44%-86.5pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,391 | $5,283-73.7% | $4,347-68.0% | $4,662-70.2% |
| Participant deferral / active EE | $1,583 | $6,964-77.3% | $6,035-73.8% | $6,690-76.3% |
| Admin fee / account holder | $20,409 | $16,658+22.5% | $12,695+60.8% | $13,392+52.4% |