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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 | $48,839 | $176,077-72.3% | $159,455-69.4% | $167,518-70.8% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 10.39% | 331.83%-321.4pp | 263.63%-253.2pp | 478.71%-468.3pp |
| Employer contribution / active EE | $1,481 | $5,298-72.0% | $4,830-69.3% | $4,838-69.4% |
| Participant deferral / active EE | $1,481 | $7,751-80.9% | $7,353-79.9% | $6,342-76.6% |
| Admin fee / account holder | $6,010 | $12,556-52.1% | $10,800-44.4% | $12,312-51.2% |