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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 | $41,490 | $148,623-72.1% | $135,974-69.5% | $139,466-70.3% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 24.37% | 79.30%-54.9pp | 68.30%-43.9pp | 373.66%-349.3pp |
| Employer contribution / active EE | $1,067 | $5,246-79.7% | $4,859-78.0% | $4,754-77.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $808 | $12,406-93.5% | $10,767-92.5% | $11,409-92.9% |