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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 | $40,606 | $111,535-63.6% | $105,223-61.4% | $137,256-70.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 63.52% | 237.85%-174.3pp | 180.65%-117.1pp | 220.34%-156.8pp |
| Employer contribution / active EE | $1,356 | $3,939-65.6% | $3,689-63.2% | $4,156-67.4% |
| Participant deferral / active EE | $604 | $5,500-89.0% | $5,072-88.1% | $6,407-90.6% |
| Admin fee / account holder | $806 | $9,721-91.7% | $8,859-90.9% | $12,270-93.4% |