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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 | $6,756 | $55,902-87.9% | $76,030-91.1% | $80,959-91.7% |
| Participation rate | 71.9% | 62.1%+9.8pp | 69.1%+2.8pp | 67.7%+4.2pp |
| Annual return | 44.58% | 20.59%+24.0pp | 361.54%-317.0pp | 35.67%+8.9pp |
| Employer contribution / active EE | $710 | $1,867-62.0% | $2,688-73.6% | $2,757-74.2% |
| Participant deferral / active EE | $917 | $3,051-69.9% | $4,257-78.5% | $4,300-78.7% |
| Admin fee / account holder | $1,154 | $5,239-78.0% | $6,421-82.0% | $6,925-83.3% |