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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 | $27,448 | $95,415-71.2% | $185,851-85.2% | $85,851-68.0% |
| Participation rate | 75.6% | 68.8%+6.8pp | 81.7%-6.2pp | 69.3%+6.2pp |
| Annual return | 15.05% | 23.59%-8.5pp | 122.11%-107.1pp | 318.63%-303.6pp |
| Employer contribution / active EE | $798 | $3,314-75.9% | $5,168-84.6% | $2,565-68.9% |
| Participant deferral / active EE | $544 | $3,424-84.1% | $5,569-90.2% | $3,952-86.2% |
| Admin fee / account holder | $3,594 | $7,215-50.2% | $16,245-77.9% | $6,261-42.6% |