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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 | $25,400 | $98,240-74.1% | $82,312-69.1% | $147,586-82.8% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 13.50% | 30.85%-17.4pp | 25.88%-12.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,240 | $3,192-61.1% | $2,428-48.9% | $4,876-74.6% |
| Participant deferral / active EE | $789 | $4,383-82.0% | $3,706-78.7% | $5,439-85.5% |
| Admin fee / account holder | $3,003 | $8,563-64.9% | $5,608-46.5% | $10,886-72.4% |