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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 | $27,644 | $103,393-73.3% | $87,103-68.3% | $152,909-81.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 20.50% | 28.10%-7.6pp | 28.19%-7.7pp | 345.46%-325.0pp |
| Employer contribution / active EE | $950 | $3,221-70.5% | $2,521-62.3% | $4,764-80.1% |
| Participant deferral / active EE | $1,058 | $4,778-77.9% | $4,049-73.9% | $5,851-81.9% |
| Admin fee / account holder | $883 | $12,195-92.8% | $7,491-88.2% | $11,601-92.4% |