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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 | $235,873 | $156,398+50.8% | $147,318+60.1% | $138,895+69.8% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.8pp | 79.9%+1.3pp |
| Annual return | 14.36% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $5,368 | $4,853+10.6% | $4,593+16.9% | $4,194+28.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,310 | $14,976-77.9% | $13,708-75.9% | $12,562-73.7% |