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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 | $29,259 | $73,978-60.4% | $96,515-69.7% | $75,173-61.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.99% | 26.72%-12.7pp | 35.73%-21.7pp | 160.72%-146.7pp |
| Employer contribution / active EE | $6,839 | $2,931+133.4% | $3,740+82.9% | $2,671+156.0% |
| Participant deferral / active EE | $789 | $3,660-78.4% | $4,880-83.8% | $4,126-80.9% |
| Admin fee / account holder | $921 | $5,219-82.4% | $6,735-86.3% | $5,651-83.7% |