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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 | $160,176 | $129,737+23.5% | $119,126+34.5% | $154,746+3.5% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 16.13% | 379.08%-362.9pp | 282.11%-266.0pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,252 | $4,375-71.4% | $4,034-69.0% | $4,379-71.4% |
| Participant deferral / active EE | $1,705 | $5,842-70.8% | $5,318-67.9% | $6,730-74.7% |
| Admin fee / account holder | $1,447 | $11,961-87.9% | $10,693-86.5% | $14,365-89.9% |