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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 | $26,029 | $89,367-70.9% | $141,191-81.6% | $72,975-64.3% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.5%+6.2pp | 69.5%+19.1pp |
| Annual return | 27.98% | 111.87%-83.9pp | 71.41%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $1,197 | $3,115-61.6% | $4,736-74.7% | $2,440-50.9% |
| Participant deferral / active EE | $1,576 | $5,419-70.9% | $6,710-76.5% | $3,608-56.3% |
| Admin fee / account holder | $808 | $5,957-86.4% | $10,264-92.1% | $5,124-84.2% |