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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 | $16,531 | $77,638-78.7% | $156,551-89.4% | $62,881-73.7% |
| Participation rate | 97.7% | 71.2%+26.5pp | 84.0%+13.7pp | 69.3%+28.4pp |
| Annual return | 6.57% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $930 | $3,444-73.0% | $5,501-83.1% | $2,281-59.2% |
| Participant deferral / active EE | $766 | $3,046-74.9% | $4,871-84.3% | $3,203-76.1% |
| Admin fee / account holder | $1,001 | $5,561-82.0% | $13,028-92.3% | $4,296-76.7% |