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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 | $167,650 | $154,228+8.7% | $145,433+15.3% | $137,256+22.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.49% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,738 | $4,804-63.8% | $4,554-61.9% | $4,156-58.2% |
| Participant deferral / active EE | $1,200 | $8,216-85.4% | $7,897-84.8% | $6,407-81.3% |
| Admin fee / account holder | $10,697 | $14,344-25.4% | $13,129-18.5% | $12,270-12.8% |