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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 | $150,503 | $154,228-2.4% | $145,433+3.5% | $137,256+9.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 42.73% | 74.59%-31.9pp | 66.58%-23.8pp | 220.34%-177.6pp |
| Employer contribution / active EE | $12,801 | $4,804+166.5% | $4,554+181.1% | $4,156+208.0% |
| Participant deferral / active EE | $1,300 | $8,216-84.2% | $7,897-83.5% | $6,407-79.7% |
| Admin fee / account holder | $1,148 | $14,344-92.0% | $13,129-91.3% | $12,270-90.6% |