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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 | $246,373 | $165,399+49.0% | $149,745+64.5% | $158,982+55.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.60% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $7,253 | $5,105+42.1% | $4,646+56.1% | $4,763+52.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $743 | $10,811-93.1% | $9,312-92.0% | $11,252-93.4% |