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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 | $59,714 | $89,370-33.2% | $141,197-57.7% | $72,976-18.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.96% | 111.88%-87.9pp | 71.41%-47.4pp | 81.02%-57.1pp |
| Employer contribution / active EE | $1,859 | $3,115-40.3% | $4,736-60.8% | $2,440-23.8% |
| Participant deferral / active EE | $1,702 | $5,419-68.6% | $6,710-74.6% | $3,608-52.8% |
| Admin fee / account holder | $1,778 | $5,957-70.1% | $10,265-82.7% | $5,124-65.3% |