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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 | $24,448 | $55,453-55.9% | $170,435-85.7% | $62,293-60.8% |
| Participation rate | 98.4% | 66.4%+32.0pp | 83.6%+14.8pp | 69.5%+28.9pp |
| Annual return | 15.97% | 21.38%-5.4pp | 205.94%-190.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $3,363 | $2,164+55.4% | $5,432-38.1% | $2,042+64.7% |
| Participant deferral / active EE | $594 | $2,303-74.2% | $4,939-88.0% | $3,169-81.2% |
| Admin fee / account holder | $1,419 | $455+211.7% | $13,881-89.8% | $479+195.9% |