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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 | $158,418 | $176,794-10.4% | $146,647+8.0% | $167,553-5.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 18.56% | 24.04%-5.5pp | 22.75%-4.2pp | 478.89%-460.3pp |
| Employer contribution / active EE | $1,617 | $5,161-68.7% | $4,137-60.9% | $4,840-66.6% |
| Participant deferral / active EE | $1,869 | $6,440-71.0% | $5,506-66.1% | $6,343-70.5% |
| Admin fee / account holder | $41,875 | $13,262+215.7% | $10,281+307.3% | $12,316+240.0% |