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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 | $145,184 | $157,304-7.7% | $141,197+2.8% | $152,909-5.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.93% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $1,687 | $5,263-67.9% | $4,736-64.4% | $4,764-64.6% |
| Participant deferral / active EE | $2,102 | $7,111-70.4% | $6,710-68.7% | $5,851-64.1% |
| Admin fee / account holder | $18,089 | $12,126+49.2% | $10,265+76.2% | $11,601+55.9% |