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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 | $33,186 | $118,877-72.1% | $96,570-65.6% | $167,536-80.2% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 13.45% | 50.50%-37.1pp | 37.79%-24.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $668 | $3,121-78.6% | $2,357-71.6% | $4,839-86.2% |
| Participant deferral / active EE | $1,065 | $4,617-76.9% | $3,849-72.3% | $6,342-83.2% |
| Admin fee / account holder | $3,787 | $8,069-53.1% | $6,182-38.7% | $12,315-69.2% |