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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 | $15,019 | $75,962-80.2% | $154,111-90.3% | $64,173-76.6% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | 4.24% | 30.32%-26.1pp | 735.18%-730.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $398 | $3,350-88.1% | $5,298-92.5% | $2,381-83.3% |
| Participant deferral / active EE | $509 | $3,175-84.0% | $5,081-90.0% | $3,470-85.3% |
| Admin fee / account holder | $2,076 | $5,589-62.9% | $13,411-84.5% | $4,887-57.5% |