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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 | $48,867 | $94,031-48.0% | $115,768-57.8% | $82,448-40.7% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.4%+23.0pp | 68.1%+29.4pp |
| Annual return | 13.81% | 20.61%-6.8pp | 100.46%-86.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,249 | $2,323-46.3% | $2,940-57.5% | $2,551-51.1% |
| Participant deferral / active EE | $1,369 | $3,972-65.5% | $4,917-72.1% | $4,139-66.9% |
| Admin fee / account holder | $2,006 | $10,249-80.4% | $12,439-83.9% | $7,234-72.3% |