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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 | $178,763 | $178,174+0.3% | $156,181+14.5% | $137,256+30.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.22% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $8,163 | $4,972+64.2% | $4,294+90.1% | $4,156+96.4% |
| Participant deferral / active EE | $1,992 | $6,888-71.1% | $6,132-67.5% | $6,407-68.9% |
| Admin fee / account holder | $10,684 | $17,404-38.6% | $14,586-26.8% | $12,270-12.9% |