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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 | $162,099 | $217,427-25.4% | $185,837-12.8% | $167,518-3.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.70% | 148.39%-135.7pp | 122.08%-109.4pp | 478.71%-466.0pp |
| Employer contribution / active EE | $1,708 | $5,874-70.9% | $5,168-66.9% | $4,838-64.7% |
| Participant deferral / active EE | $1,596 | $6,357-74.9% | $5,568-71.3% | $6,342-74.8% |
| Admin fee / account holder | $1,331 | $19,816-93.3% | $16,241-91.8% | $12,312-89.2% |