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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 | $8,565 | $58,311-85.3% | $81,882-89.5% | $80,959-89.4% |
| Participation rate | 85.2% | 63.5%+21.7pp | 72.4%+12.8pp | 67.7%+17.5pp |
| Annual return | 15.49% | 41.85%-26.4pp | 779.47%-764.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,456 | $2,347-37.9% | $2,916-50.1% | $2,757-47.2% |
| Participant deferral / active EE | $596 | $3,287-81.9% | $4,323-86.2% | $4,300-86.1% |
| Admin fee / account holder | $1,196 | $4,752-74.8% | $7,360-83.8% | $6,925-82.7% |