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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 | $182,886 | $157,304+16.3% | $141,197+29.5% | $152,909+19.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.41% | 64.34%-45.9pp | 71.41%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $3,569 | $5,263-32.2% | $4,736-24.6% | $4,764-25.1% |
| Participant deferral / active EE | $1,868 | $7,111-73.7% | $6,710-72.2% | $5,851-68.1% |
| Admin fee / account holder | $1,029 | $12,126-91.5% | $10,265-90.0% | $11,601-91.1% |