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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 | $113,564 | $165,381-31.3% | $149,730-24.2% | $158,966-28.6% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 19.81% | 348.29%-328.5pp | 276.70%-256.9pp | 302.95%-283.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,165 | $7,182-69.9% | $6,843-68.4% | $5,983-63.8% |
| Admin fee / account holder | $17,687 | $10,809+63.6% | $9,310+90.0% | $11,250+57.2% |