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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 | $133,438 | $166,089-19.7% | $164,928-19.1% | $145,978-8.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 13.97% | 100.26%-86.3pp | 70.08%-56.1pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,391 | $5,276-73.6% | $4,343-68.0% | $4,662-70.2% |
| Participant deferral / active EE | $1,583 | $6,961-77.3% | $6,034-73.8% | $6,690-76.3% |
| Admin fee / account holder | $20,409 | $16,641+22.6% | $12,684+60.9% | $13,400+52.3% |