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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 | $146,314 | $185,883-21.3% | $170,043-14.0% | $139,466+4.9% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.7pp | 80.3%+13.4pp |
| Annual return | 13.05% | 60.54%-47.5pp | 53.40%-40.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,923 | $7,596-74.7% | $6,790-71.7% | $4,754-59.5% |
| Participant deferral / active EE | $2,984 | $11,626-74.3% | $10,410-71.3% | $6,712-55.5% |
| Admin fee / account holder | $2,332 | $15,393-84.8% | $12,824-81.8% | $11,409-79.6% |