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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 | $31,948 | $76,551-58.3% | $123,894-74.2% | $62,881-49.2% |
| Participation rate | 72.2% | 73.0%-0.8pp | 81.4%-9.2pp | 69.3%+2.9pp |
| Annual return | 60.63% | 18.68%+42.0pp | 47.52%+13.1pp | 20.14%+40.5pp |
| Employer contribution / active EE | $994 | $2,882-65.5% | $4,617-78.5% | $2,281-56.4% |
| Participant deferral / active EE | $1,932 | $4,840-60.1% | $5,984-67.7% | $3,203-39.7% |
| Admin fee / account holder | $2,242 | $4,826-53.5% | $8,357-73.2% | $4,296-47.8% |