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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 | $104,907 | $202,440-48.2% | $169,390-38.1% | $139,466-24.8% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 10.11% | 532.36%-522.3pp | 406.07%-396.0pp | 373.66%-363.6pp |
| Employer contribution / active EE | $2,643 | $4,693-43.7% | $4,013-34.1% | $4,754-44.4% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $576 | $10,722-94.6% | $9,015-93.6% | $11,409-94.9% |