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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 | $11,473 | $51,638-77.8% | $68,368-83.2% | $82,448-86.1% |
| Participation rate | 70.0% | 63.6%+6.4pp | 73.8%-3.8pp | 68.1%+1.9pp |
| Annual return | 18.83% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,343 | $2,047-34.4% | $2,649-49.3% | $2,551-47.3% |
| Participant deferral / active EE | $361 | $2,914-87.6% | $4,123-91.2% | $4,139-91.3% |
| Admin fee / account holder | $1,178 | $4,643-74.6% | $5,150-77.1% | $7,234-83.7% |