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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 | $29,121 | $97,125-70.0% | $86,233-66.2% | $137,256-78.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.29% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $683 | $2,841-76.0% | $2,504-72.7% | $4,156-83.6% |
| Participant deferral / active EE | $732 | $5,180-85.9% | $4,559-84.0% | $6,407-88.6% |
| Admin fee / account holder | $469 | $9,725-95.2% | $8,342-94.4% | $12,270-96.2% |