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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 | $42,296 | $124,314-66.0% | $109,163-61.3% | $167,518-74.8% |
| Participation rate | 70.8% | 79.4%-8.6pp | 75.9%-5.0pp | 82.1%-11.3pp |
| Annual return | 11.80% | 26.04%-14.2pp | 25.75%-14.0pp | 478.71%-466.9pp |
| Employer contribution / active EE | $1,184 | $4,209-71.9% | $3,723-68.2% | $4,838-75.5% |
| Participant deferral / active EE | $1,477 | $5,256-71.9% | $4,654-68.3% | $6,342-76.7% |
| Admin fee / account holder | $898 | $7,973-88.7% | $6,754-86.7% | $12,312-92.7% |