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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 | $226,334 | $227,399-0.5% | $189,758+19.3% | $198,609+14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.10% | 61.03%-48.9pp | 52.62%-40.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,534 | $5,526-54.1% | $4,767-46.8% | $5,055-49.9% |
| Participant deferral / active EE | $2,484 | $6,837-63.7% | $5,856-57.6% | $6,977-64.4% |
| Admin fee / account holder | $1,171 | $25,162-95.3% | $20,388-94.3% | $19,030-93.8% |