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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 | $23,474 | $73,978-68.3% | $96,515-75.7% | $75,173-68.8% |
| Participation rate | 88.4% | 66.4%+21.9pp | 74.3%+14.0pp | 67.2%+21.2pp |
| Annual return | 23.98% | 26.72%-2.7pp | 35.73%-11.7pp | 160.72%-136.7pp |
| Employer contribution / active EE | $7,235 | $2,931+146.9% | $3,740+93.5% | $2,671+170.9% |
| Participant deferral / active EE | $453 | $3,660-87.6% | $4,880-90.7% | $4,126-89.0% |
| Admin fee / account holder | $1,590 | $5,219-69.5% | $6,735-76.4% | $5,651-71.9% |