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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 | $189,765 | $157,304+20.6% | $141,197+34.4% | $152,909+24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.70% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,825 | $5,263-65.3% | $4,736-61.5% | $4,764-61.7% |
| Participant deferral / active EE | $1,547 | $7,111-78.2% | $6,710-76.9% | $5,851-73.6% |
| Admin fee / account holder | $1,430 | $12,126-88.2% | $10,265-86.1% | $11,601-87.7% |