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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 | $67,202 | $115,225-41.7% | $100,712-33.3% | $138,895-51.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.34% | 40.35%-26.0pp | 33.27%-18.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,021 | $2,771-63.2% | $2,313-55.9% | $4,194-75.7% |
| Participant deferral / active EE | $635 | $4,699-86.5% | $4,085-84.5% | $6,396-90.1% |
| Admin fee / account holder | $3,097 | $10,844-71.4% | $9,256-66.5% | $12,562-75.3% |