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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 | $190,151 | $172,111+10.5% | $150,298+26.5% | $137,256+38.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.66% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $12,549 | $4,636+170.7% | $4,154+202.1% | $4,156+201.9% |
| Participant deferral / active EE | $808 | $6,166-86.9% | $5,453-85.2% | $6,407-87.4% |
| Admin fee / account holder | $1,558 | $16,471-90.5% | $14,116-89.0% | $12,270-87.3% |