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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 | $48,418 | $103,392-53.2% | $87,104-44.4% | $152,897-68.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.43% | 28.10%-11.7pp | 28.19%-11.8pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,250 | $3,221-61.2% | $2,521-50.4% | $4,764-73.8% |
| Participant deferral / active EE | $328 | $4,778-93.1% | $4,048-91.9% | $5,851-94.4% |
| Admin fee / account holder | $735 | $12,194-94.0% | $7,491-90.2% | $11,599-93.7% |