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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 | $34,133 | $101,778-66.5% | $164,975-79.3% | $80,925-57.8% |
| Participation rate | 78.6% | 71.8%+6.7pp | 78.6%0pp | 67.7%+10.9pp |
| Annual return | 10.79% | 16.73%-5.9pp | 70.12%-59.3pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,416 | $2,954-52.1% | $4,343-67.4% | $2,756-48.6% |
| Participant deferral / active EE | $1,719 | $4,477-61.6% | $6,033-71.5% | $4,299-60.0% |
| Admin fee / account holder | $408 | $8,221-95.0% | $12,688-96.8% | $6,940-94.1% |