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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 | $101,415 | $160,028-36.6% | $147,080-31.0% | $145,884-30.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.26% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,185 | $5,286-58.7% | $4,933-55.7% | $4,662-53.1% |
| Participant deferral / active EE | $2,254 | $8,422-73.2% | $8,066-72.1% | $6,690-66.3% |
| Admin fee / account holder | $17,292 | $15,030+15.1% | $12,989+33.1% | $13,392+29.1% |