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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 | $26,687 | $75,962-64.9% | $154,111-82.7% | $64,173-58.4% |
| Participation rate | 87.8% | 70.4%+17.3pp | 83.0%+4.7pp | 69.6%+18.2pp |
| Annual return | 9.78% | 30.32%-20.5pp | 735.18%-725.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $2,946 | $3,350-12.0% | $5,298-44.4% | $2,381+23.8% |
| Participant deferral / active EE | $288 | $3,175-90.9% | $5,081-94.3% | $3,470-91.7% |
| Admin fee / account holder | $1,235 | $5,589-77.9% | $13,411-90.8% | $4,887-74.7% |