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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 | $14,096 | $172,111-91.8% | $150,298-90.6% | $137,256-89.7% |
| Participation rate | 82.6% | 81.7%+0.9pp | 77.8%+4.8pp | 80.0%+2.6pp |
| Annual return | 15.21% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,001 | $4,636-78.4% | $4,154-75.9% | $4,156-75.9% |
| Participant deferral / active EE | $1,243 | $6,166-79.8% | $5,453-77.2% | $6,407-80.6% |
| Admin fee / account holder | $1,412 | $16,471-91.4% | $14,116-90.0% | $12,270-88.5% |