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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 | $47,276 | $106,749-55.7% | $145,433-67.5% | $82,448-42.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.27% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,368 | $3,444-60.3% | $4,554-70.0% | $2,551-46.4% |
| Participant deferral / active EE | $1,353 | $6,519-79.2% | $7,897-82.9% | $4,139-67.3% |
| Admin fee / account holder | $1,251 | $8,390-85.1% | $13,129-90.5% | $7,234-82.7% |