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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 | $67,066 | $196,972-66.0% | $182,262-63.2% | $198,609-66.2% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 18.18% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,586 | $5,364-51.8% | $5,046-48.7% | $5,055-48.8% |
| Participant deferral / active EE | $3,590 | $8,643-58.5% | $8,276-56.6% | $6,977-48.5% |
| Admin fee / account holder | $1,581 | $18,429-91.4% | $16,712-90.5% | $19,030-91.7% |