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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 | $35,177 | $89,367-60.6% | $141,191-75.1% | $72,975-51.8% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 22.80% | 111.87%-89.1pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $2,263 | $3,115-27.3% | $4,736-52.2% | $2,440-7.3% |
| Participant deferral / active EE | $1,660 | $5,419-69.4% | $6,710-75.3% | $3,608-54.0% |
| Admin fee / account holder | $831 | $5,957-86.0% | $10,264-91.9% | $5,124-83.8% |