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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 | $16,132 | $77,638-79.2% | $156,551-89.7% | $62,881-74.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.18% | 50.33%-43.1pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,576 | $3,444+32.9% | $5,501-16.8% | $2,281+100.6% |
| Participant deferral / active EE | $412 | $3,046-86.5% | $4,871-91.5% | $3,203-87.1% |
| Admin fee / account holder | $514 | $5,561-90.8% | $13,028-96.1% | $4,296-88.0% |