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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 | $217,769 | $101,795+113.9% | $165,100+31.9% | $80,959+169.0% |
| Participation rate | 97.4% | 71.8%+25.5pp | 78.6%+18.7pp | 67.7%+29.7pp |
| Annual return | 15.95% | 16.73%-0.8pp | 70.21%-54.3pp | 35.67%-19.7pp |
| Employer contribution / active EE | $11,998 | $2,954+306.2% | $4,348+175.9% | $2,757+335.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,432 | $8,221+14.7% | $12,696-25.7% | $6,925+36.2% |