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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 | $81,904 | $89,367-8.4% | $141,191-42.0% | $72,975+12.2% |
| Participation rate | 72.7% | 75.1%-2.4pp | 82.5%-9.7pp | 69.5%+3.2pp |
| Annual return | 19.65% | 111.87%-92.2pp | 71.41%-51.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $623 | $3,115-80.0% | $4,736-86.8% | $2,440-74.5% |
| Participant deferral / active EE | $1,836 | $5,419-66.1% | $6,710-72.6% | $3,608-49.1% |
| Admin fee / account holder | $2,893 | $5,957-51.4% | $10,264-71.8% | $5,124-43.5% |