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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 | $187,469 | $111,535+68.1% | $105,223+78.2% | $137,256+36.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.74% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,624 | $3,939-8.0% | $3,689-1.7% | $4,156-12.8% |
| Participant deferral / active EE | $1,238 | $5,500-77.5% | $5,072-75.6% | $6,407-80.7% |
| Admin fee / account holder | $3,879 | $9,721-60.1% | $8,859-56.2% | $12,270-68.4% |