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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 | $186,420 | $148,623+25.4% | $135,974+37.1% | $139,466+33.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.13% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,096 | $5,246-79.1% | $4,859-77.4% | $4,754-76.9% |
| Participant deferral / active EE | $2,294 | $8,103-71.7% | $7,760-70.4% | $6,712-65.8% |
| Admin fee / account holder | $1,315 | $12,406-89.4% | $10,767-87.8% | $11,409-88.5% |