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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 | $192,567 | $176,786+8.9% | $146,643+31.3% | $167,536+14.9% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 40.17% | 24.04%+16.1pp | 22.75%+17.4pp | 478.82%-438.6pp |
| Employer contribution / active EE | $6,563 | $5,161+27.2% | $4,137+58.6% | $4,839+35.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $20,697 | $13,262+56.1% | $10,280+101.3% | $12,315+68.1% |