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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 | $242,210 | $155,555+55.7% | $146,866+64.9% | $155,188+56.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 14.80% | 115.41%-100.6pp | 102.85%-88.1pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,811 | $8,044-77.5% | $7,759-76.7% | $6,531-72.3% |
| Admin fee / account holder | $11,597 | $14,755-21.4% | $13,620-14.9% | $14,480-19.9% |