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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 | $20,529 | $84,236-75.6% | $170,435-88.0% | $70,126-70.7% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 20.95% | 23.06%-2.1pp | 205.94%-185.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,868 | $3,387-44.9% | $5,432-65.6% | $2,343-20.3% |
| Participant deferral / active EE | $587 | $3,086-81.0% | $4,939-88.1% | $3,332-82.4% |
| Admin fee / account holder | $394 | $5,698-93.1% | $13,881-97.2% | $4,645-91.5% |