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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 | $18,977 | $84,236-77.5% | $170,435-88.9% | $70,126-72.9% |
| Participation rate | 80.8% | 70.8%+9.9pp | 83.6%-2.8pp | 69.5%+11.2pp |
| Annual return | 15.46% | 23.06%-7.6pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,530 | $3,387-54.8% | $5,432-71.8% | $2,343-34.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,410 | $5,698-75.3% | $13,881-89.8% | $4,645-69.7% |