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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 | $225,403 | $154,228+46.1% | $145,433+55.0% | $137,256+64.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.31% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,255 | $4,804-73.9% | $4,554-72.5% | $4,156-69.8% |
| Participant deferral / active EE | $1,255 | $8,216-84.7% | $7,897-84.1% | $6,407-80.4% |
| Admin fee / account holder | $1,456 | $14,344-89.8% | $13,129-88.9% | $12,270-88.1% |