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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 | $31,539 | $95,415-66.9% | $185,851-83.0% | $85,851-63.3% |
| Participation rate | 73.8% | 68.8%+5.0pp | 81.7%-7.9pp | 69.3%+4.5pp |
| Annual return | 12.69% | 23.59%-10.9pp | 122.11%-109.4pp | 318.63%-305.9pp |
| Employer contribution / active EE | $1,012 | $3,314-69.5% | $5,168-80.4% | $2,565-60.5% |
| Participant deferral / active EE | $524 | $3,424-84.7% | $5,569-90.6% | $3,952-86.8% |
| Admin fee / account holder | $654 | $7,215-90.9% | $16,245-96.0% | $6,261-89.6% |