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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 | $16,252 | $47,479-65.8% | $62,929-74.2% | $82,448-80.3% |
| Participation rate | 77.6% | 66.9%+10.7pp | 73.1%+4.5pp | 68.1%+9.5pp |
| Annual return | 23.19% | 20.34%+2.8pp | 1063.93%-1040.7pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,596 | $1,885-15.4% | $2,505-36.3% | $2,551-37.5% |
| Participant deferral / active EE | $264 | $2,870-90.8% | $3,888-93.2% | $4,139-93.6% |
| Admin fee / account holder | $336 | $3,804-91.2% | $5,065-93.4% | $7,234-95.4% |