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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 | $6,184 | $101,618-93.9% | $93,063-93.4% | $137,256-95.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 20.52% | 223.95%-203.4pp | 34.15%-13.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $415 | $2,707-84.7% | $2,476-83.2% | $4,156-90.0% |
| Participant deferral / active EE | $569 | $4,279-86.7% | $3,958-85.6% | $6,407-91.1% |
| Admin fee / account holder | $696 | $6,198-88.8% | $6,033-88.5% | $12,270-94.3% |