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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 | $207,908 | $165,361+25.7% | $149,715+38.9% | $158,950+30.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.73% | 348.24%-328.5pp | 276.66%-256.9pp | 302.91%-283.2pp |
| Employer contribution / active EE | $1,538 | $5,103-69.9% | $4,645-66.9% | $4,762-67.7% |
| Participant deferral / active EE | $1,700 | $7,182-76.3% | $6,842-75.2% | $5,983-71.6% |
| Admin fee / account holder | $1,548 | $10,808-85.7% | $9,310-83.4% | $11,248-86.2% |