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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 | $89,259-51.6% | $107,187-59.7% | $82,637-47.7% |
| Participation rate | 84.7% | 67.9%+16.8pp | 75.0%+9.7pp | 68.1%+16.7pp |
| Annual return | 14.64% | 21.02%-6.4pp | 204.55%-189.9pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,096 | $3,080-64.4% | $3,782-71.0% | $2,552-57.1% |
| Participant deferral / active EE | $1,601 | $4,037-60.3% | $5,096-68.6% | $4,126-61.2% |
| Admin fee / account holder | $2,563 | $7,381-65.3% | $9,162-72.0% | $7,339-65.1% |