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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 | $200,035 | $185,856+7.6% | $170,028+17.6% | $139,456+43.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 14.68% | 60.52%-45.8pp | 53.39%-38.7pp | 373.45%-358.8pp |
| Employer contribution / active EE | $2,807 | $7,593-63.0% | $6,788-58.7% | $4,753-40.9% |
| Participant deferral / active EE | $1,842 | $11,623-84.2% | $10,409-82.3% | $6,711-72.6% |
| Admin fee / account holder | $12,513 | $15,387-18.7% | $12,820-2.4% | $11,407+9.7% |