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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 | $29,953 | $154,193-80.6% | $130,045-77.0% | $139,466-78.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 15.29% | 32.51%-17.2pp | -137.30%+152.6pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,820 | $5,292-65.6% | $4,321-57.9% | $4,754-61.7% |
| Participant deferral / active EE | $1,261 | $6,709-81.2% | $5,820-78.3% | $6,712-81.2% |
| Admin fee / account holder | $3,434 | $13,989-75.5% | $10,600-67.6% | $11,409-69.9% |