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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 | $197,721 | $154,228+28.2% | $145,433+36.0% | $137,256+44.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.45% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $16,292 | $4,804+239.1% | $4,554+257.7% | $4,156+292.0% |
| Participant deferral / active EE | $1,435 | $8,216-82.5% | $7,897-81.8% | $6,407-77.6% |
| Admin fee / account holder | $1,637 | $14,344-88.6% | $13,129-87.5% | $12,270-86.7% |