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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 | $194,697 | $181,062+7.5% | $158,223+23.1% | $155,188+25.5% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 9.45% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.4pp |
| Employer contribution / active EE | $9,534 | $4,565+108.9% | $4,109+132.0% | $4,248+124.5% |
| Participant deferral / active EE | $4 | $6,134-99.9% | $5,467-99.9% | $6,531-99.9% |
| Admin fee / account holder | $15,337 | $18,825-18.5% | $16,047-4.4% | $14,480+5.9% |