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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 | $28,902 | $127,790-77.4% | $106,554-72.9% | $167,553-82.8% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 19.00% | 33.88%-14.9pp | 26.80%-7.8pp | 478.89%-459.9pp |
| Employer contribution / active EE | $1,029 | $3,427-70.0% | $2,819-63.5% | $4,840-78.7% |
| Participant deferral / active EE | $1,318 | $5,088-74.1% | $4,398-70.0% | $6,343-79.2% |
| Admin fee / account holder | $789 | $11,231-93.0% | $7,408-89.3% | $12,316-93.6% |