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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 | $171,074 | $160,070+6.9% | $147,117+16.3% | $145,897+17.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.58% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,820 | $5,285-65.6% | $4,932-63.1% | $4,663-61.0% |
| Participant deferral / active EE | $2,248 | $8,419-73.3% | $8,065-72.1% | $6,689-66.4% |
| Admin fee / account holder | $1,558 | $15,035-89.6% | $12,993-88.0% | $13,390-88.4% |