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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 | $15,896 | $84,236-81.1% | $170,435-90.7% | $70,126-77.3% |
| Participation rate | 75.6% | 70.8%+4.7pp | 83.6%-8.0pp | 69.5%+6.0pp |
| Annual return | 12.77% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $694 | $3,387-79.5% | $5,432-87.2% | $2,343-70.4% |
| Participant deferral / active EE | $464 | $3,086-85.0% | $4,939-90.6% | $3,332-86.1% |
| Admin fee / account holder | $635 | $5,698-88.9% | $13,881-95.4% | $4,645-86.3% |