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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 | $88,393 | $117,846-25.0% | $102,434-13.7% | $145,884-39.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 31.90%-16.6pp | 29.46%-14.2pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,571 | $3,615-56.5% | $3,023-48.0% | $4,662-66.3% |
| Participant deferral / active EE | $1,018 | $5,733-82.2% | $5,055-79.9% | $6,690-84.8% |
| Admin fee / account holder | $4,855 | $13,356-63.6% | $9,462-48.7% | $13,392-63.7% |