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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 | $184,233 | $172,111+7.0% | $150,298+22.6% | $137,256+34.2% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 15.56% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $14,371 | $4,636+210.0% | $4,154+245.9% | $4,156+245.8% |
| Participant deferral / active EE | $1,471 | $6,166-76.1% | $5,453-73.0% | $6,407-77.0% |
| Admin fee / account holder | $1,006 | $16,471-93.9% | $14,116-92.9% | $12,270-91.8% |