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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 | $195,574 | $183,978+6.3% | $162,171+20.6% | $152,885+27.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 24.50% | 150.78%-126.3pp | 115.60%-91.1pp | 345.39%-320.9pp |
| Employer contribution / active EE | $2,232 | $6,370-65.0% | $5,613-60.2% | $4,763-53.1% |
| Participant deferral / active EE | $2,400 | $8,033-70.1% | $7,297-67.1% | $5,851-59.0% |
| Admin fee / account holder | $2,500 | $13,122-80.9% | $10,843-76.9% | $11,598-78.4% |