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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 | $15,691 | $91,198-82.8% | $178,503-91.2% | $79,856-80.4% |
| Participation rate | 83.0% | 69.2%+13.8pp | 81.9%+1.0pp | 69.6%+13.3pp |
| Annual return | 13.53% | 24.20%-10.7pp | 151.12%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $950 | $3,257-70.8% | $5,011-81.0% | $2,471-61.6% |
| Participant deferral / active EE | $587 | $3,237-81.9% | $5,202-88.7% | $3,741-84.3% |
| Admin fee / account holder | $1,986 | $6,748-70.6% | $13,987-85.8% | $5,306-62.6% |