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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 | $59,623 | $93,345-36.1% | $119,126-49.9% | $87,485-31.8% |
| Participation rate | 88.9% | 68.7%+20.2pp | 75.8%+13.1pp | 68.9%+20.0pp |
| Annual return | 12.76% | 19.08%-6.3pp | 282.11%-269.4pp | 26.06%-13.3pp |
| Employer contribution / active EE | $2,501 | $3,172-21.2% | $4,034-38.0% | $2,596-3.7% |
| Participant deferral / active EE | $1,140 | $4,099-72.2% | $5,318-78.6% | $4,274-73.3% |
| Admin fee / account holder | $2,792 | $8,039-65.3% | $10,693-73.9% | $7,775-64.1% |