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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 | $197,399 | $156,398+26.2% | $147,318+34.0% | $138,895+42.1% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 13.83% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,030 | $4,853-78.8% | $4,593-77.6% | $4,194-75.5% |
| Participant deferral / active EE | $1,887 | $8,237-77.1% | $7,906-76.1% | $6,396-70.5% |
| Admin fee / account holder | $4,939 | $14,976-67.0% | $13,708-64.0% | $12,562-60.7% |