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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 | $180,985 | $166,242+8.9% | $165,071+9.6% | $145,884+24.1% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 13.58% | 100.44%-86.9pp | 70.17%-56.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,452 | $5,283-72.5% | $4,347-66.6% | $4,662-68.9% |
| Participant deferral / active EE | $1,762 | $6,964-74.7% | $6,035-70.8% | $6,690-73.7% |
| Admin fee / account holder | $1,800 | $16,658-89.2% | $12,695-85.8% | $13,392-86.6% |