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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 | $52,327 | $89,367-41.4% | $141,191-62.9% | $72,975-28.3% |
| Participation rate | 82.9% | 75.1%+7.8pp | 82.5%+0.5pp | 69.5%+13.4pp |
| Annual return | 22.90% | 111.87%-89.0pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,427 | $3,115-54.2% | $4,736-69.9% | $2,440-41.5% |
| Participant deferral / active EE | $1,932 | $5,419-64.4% | $6,710-71.2% | $3,608-46.5% |
| Admin fee / account holder | $2,209 | $5,957-62.9% | $10,264-78.5% | $5,124-56.9% |