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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 | $20,738 | $84,233-75.4% | $170,436-87.8% | $70,131-70.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.01% | 23.06%-6.1pp | 205.94%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,224 | $3,387+24.7% | $5,433-22.2% | $2,342+80.3% |
| Participant deferral / active EE | $520 | $3,086-83.1% | $4,939-89.5% | $3,332-84.4% |
| Admin fee / account holder | $1,250 | $5,698-78.1% | $13,880-91.0% | $4,645-73.1% |