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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 | $153,262 | $156,398-2.0% | $147,318+4.0% | $138,895+10.3% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 16.11% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,239 | $4,853-53.9% | $4,593-51.3% | $4,194-46.6% |
| Participant deferral / active EE | $2,338 | $8,237-71.6% | $7,906-70.4% | $6,396-63.4% |
| Admin fee / account holder | $2,729 | $14,976-81.8% | $13,708-80.1% | $12,562-78.3% |