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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 | $43,180 | $88,672-51.3% | $105,223-59.0% | $82,448-47.6% |
| Participation rate | 84.7% | 67.9%+16.8pp | 75.0%+9.7pp | 68.1%+16.6pp |
| Annual return | 14.64% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,096 | $3,048-64.1% | $3,689-70.3% | $2,551-57.1% |
| Participant deferral / active EE | $1,601 | $4,036-60.3% | $5,072-68.4% | $4,139-61.3% |
| Admin fee / account holder | $2,563 | $7,146-64.1% | $8,859-71.1% | $7,234-64.6% |