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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 | $33,804 | $78,707-57.0% | $117,861-71.3% | $70,126-51.8% |
| Participation rate | 97.9% | 73.2%+24.7pp | 79.7%+18.2pp | 69.5%+28.3pp |
| Annual return | 16.25% | 23.30%-7.0pp | 335.11%-318.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $5,915 | $2,223+166.0% | $3,786+56.2% | $2,343+152.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $435 | $5,066-91.4% | $8,021-94.6% | $4,645-90.6% |