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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 | $169,521 | $157,296+7.8% | $141,191+20.1% | $152,897+10.9% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 19.00% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $3,187 | $5,262-39.4% | $4,736-32.7% | $4,764-33.1% |
| Participant deferral / active EE | $1,477 | $7,111-79.2% | $6,710-78.0% | $5,851-74.8% |
| Admin fee / account holder | $11,865 | $12,125-2.1% | $10,264+15.6% | $11,599+2.3% |