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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 | $82,056 | $107,421-23.6% | $182,262-55.0% | $94,015-12.7% |
| Participation rate | 89.1% | 77.8%+11.3pp | 84.2%+4.8pp | 70.8%+18.2pp |
| Annual return | 14.94% | 21.32%-6.4pp | 140.60%-125.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $729 | $3,448-78.8% | $5,046-85.5% | $2,790-73.9% |
| Participant deferral / active EE | $2,302 | $6,558-64.9% | $8,276-72.2% | $4,249-45.8% |
| Admin fee / account holder | $801 | $8,692-90.8% | $16,712-95.2% | $8,951-91.0% |