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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 | $26,629 | $84,236-68.4% | $170,435-84.4% | $70,126-62.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.04% | 23.06%-4.0pp | 205.94%-186.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,887 | $3,387-14.8% | $5,432-46.8% | $2,343+23.3% |
| Participant deferral / active EE | $706 | $3,086-77.1% | $4,939-85.7% | $3,332-78.8% |
| Admin fee / account holder | $5,155 | $5,698-9.5% | $13,881-62.9% | $4,645+11.0% |