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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 | $51,722 | $123,000-57.9% | $105,582-51.0% | $198,609-74.0% |
| Participation rate | 83.3% | 76.8%+6.6pp | 71.8%+11.6pp | 82.4%+1.0pp |
| Annual return | 10.63% | 18.31%-7.7pp | 18.61%-8.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $1,221 | $3,582-65.9% | $2,984-59.1% | $5,055-75.8% |
| Participant deferral / active EE | $1,900 | $5,013-62.1% | $4,353-56.4% | $6,977-72.8% |
| Admin fee / account holder | $3,469 | $16,254-78.7% | $12,856-73.0% | $19,030-81.8% |