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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 | $15,664 | $84,236-81.4% | $170,435-90.8% | $70,126-77.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.80% | 23.06%-5.3pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $882 | $3,387-74.0% | $5,432-83.8% | $2,343-62.3% |
| Participant deferral / active EE | $773 | $3,086-75.0% | $4,939-84.4% | $3,332-76.8% |
| Admin fee / account holder | $1,162 | $5,698-79.6% | $13,881-91.6% | $4,645-75.0% |