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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 | $197,982 | $157,276+25.9% | $141,177+40.2% | $152,885+29.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.14% | 64.33%-41.2pp | 71.40%-48.3pp | 345.39%-322.2pp |
| Employer contribution / active EE | $4,313 | $5,262-18.0% | $4,736-8.9% | $4,763-9.4% |
| Participant deferral / active EE | $1,860 | $7,110-73.8% | $6,710-72.3% | $5,851-68.2% |
| Admin fee / account holder | $1,007 | $12,123-91.7% | $10,263-90.2% | $11,598-91.3% |