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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 | $7,991 | $61,125-86.9% | $94,057-91.5% | $87,485-90.9% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.3%+14.7pp | 68.9%+19.1pp |
| Annual return | 18.11% | 35.20%-17.1pp | 480.62%-462.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $290 | $2,136-86.4% | $2,933-90.1% | $2,596-88.8% |
| Participant deferral / active EE | $770 | $3,260-76.4% | $4,709-83.7% | $4,274-82.0% |
| Admin fee / account holder | $987 | $5,629-82.5% | $7,244-86.4% | $7,775-87.3% |