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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 | $123,670 | $156,398-20.9% | $147,318-16.1% | $138,895-11.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 15.44% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $9,496 | $4,853+95.7% | $4,593+106.7% | $4,194+126.4% |
| Participant deferral / active EE | $1,919 | $8,237-76.7% | $7,906-75.7% | $6,396-70.0% |
| Admin fee / account holder | $756 | $14,976-95.0% | $13,708-94.5% | $12,562-94.0% |