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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 | $71,005 | $94,031-24.5% | $115,768-38.7% | $82,448-13.9% |
| Participation rate | 90.0% | 70.4%+19.6pp | 74.4%+15.6pp | 68.1%+21.9pp |
| Annual return | 17.56% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $920 | $2,323-60.4% | $2,940-68.7% | $2,551-63.9% |
| Participant deferral / active EE | $1,498 | $3,972-62.3% | $4,917-69.5% | $4,139-63.8% |
| Admin fee / account holder | $1,101 | $10,249-89.3% | $12,439-91.1% | $7,234-84.8% |