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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 | $194,468 | $172,111+13.0% | $150,298+29.4% | $137,256+41.7% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 16.75% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,806 | $4,636-61.0% | $4,154-56.5% | $4,156-56.5% |
| Participant deferral / active EE | $852 | $6,166-86.2% | $5,453-84.4% | $6,407-86.7% |
| Admin fee / account holder | $3,533 | $16,471-78.6% | $14,116-75.0% | $12,270-71.2% |