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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 | $16,116 | $107,666-85.0% | $102,184-84.2% | $154,746-89.6% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 39.68% | 29.33%+10.4pp | 31.58%+8.1pp | 172.34%-132.7pp |
| Employer contribution / active EE | $1,079 | $3,846-71.9% | $3,594-70.0% | $4,379-75.4% |
| Participant deferral / active EE | $1,645 | $8,719-81.1% | $8,309-80.2% | $6,730-75.6% |
| Admin fee / account holder | $354 | $12,943-97.3% | $11,609-96.9% | $14,365-97.5% |