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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 | $30,379 | $135,956-77.7% | $123,894-75.5% | $273,972-88.9% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 5.26% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,651 | $5,170-48.7% | $4,617-42.6% | $4,869-45.6% |
| Participant deferral / active EE | $1,786 | $6,343-71.8% | $5,984-70.1% | $5,287-66.2% |
| Admin fee / account holder | $443 | $9,817-95.5% | $8,357-94.7% | $10,133-95.6% |