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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 | $222,040 | $162,136+36.9% | $152,301+45.8% | $154,746+43.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.27% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,366 | $4,890-72.1% | $4,624-70.5% | $4,379-68.8% |
| Participant deferral / active EE | $667 | $8,341-92.0% | $8,004-91.7% | $6,730-90.1% |
| Admin fee / account holder | $46,152 | $15,759+192.9% | $14,398+220.5% | $14,365+221.3% |