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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 | $55,948 | $122,131-54.2% | $444,982-87.4% | $122,131-54.2% |
| Participation rate | 94.1% | 75.1%+19.0pp | 86.2%+7.9pp | 75.1%+19.0pp |
| Annual return | 12.61% | 16.17%-3.6pp | 450.47%-437.9pp | 16.17%-3.6pp |
| Employer contribution / active EE | $1,450 | $3,608-59.8% | $9,202-84.2% | $3,608-59.8% |
| Participant deferral / active EE | $679 | $3,892-82.6% | $7,712-91.2% | $3,892-82.6% |
| Admin fee / account holder | $389 | $11,586-96.6% | $17,686-97.8% | $11,586-96.6% |