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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 | $197,685 | $196,972+0.4% | $182,262+8.5% | $198,609-0.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.91% | 158.27%-138.4pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $5,933 | $5,364+10.6% | $5,046+17.6% | $5,055+17.4% |
| Participant deferral / active EE | $2,966 | $8,643-65.7% | $8,276-64.2% | $6,977-57.5% |
| Admin fee / account holder | $1,922 | $18,429-89.6% | $16,712-88.5% | $19,030-89.9% |