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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 | $55,031 | $105,200-47.7% | $159,474-65.5% | $85,847-35.9% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 25.84% | 45.08%-19.2pp | 263.68%-237.8pp | 318.61%-292.8pp |
| Employer contribution / active EE | $635 | $3,319-80.9% | $4,831-86.9% | $2,565-75.2% |
| Participant deferral / active EE | $2,283 | $5,946-61.6% | $7,353-69.0% | $3,952-42.2% |
| Admin fee / account holder | $478 | $6,934-93.1% | $10,802-95.6% | $6,261-92.4% |