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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 | $208,811 | $209,336-0.3% | $197,124+5.9% | $137,256+52.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.22% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,653 | $6,591-74.9% | $6,227-73.5% | $4,156-60.2% |
| Participant deferral / active EE | $480 | $9,614-95.0% | $9,135-94.7% | $6,407-92.5% |
| Admin fee / account holder | $1,578 | $17,308-90.9% | $16,298-90.3% | $12,270-87.1% |