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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 | $34,548 | $91,198-62.1% | $178,503-80.6% | $79,856-56.7% |
| Participation rate | 73.5% | 69.2%+4.3pp | 81.9%-8.5pp | 69.6%+3.8pp |
| Annual return | 15.48% | 24.20%-8.7pp | 151.12%-135.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $666 | $3,257-79.5% | $5,011-86.7% | $2,471-73.0% |
| Participant deferral / active EE | $824 | $3,237-74.5% | $5,202-84.2% | $3,741-78.0% |
| Admin fee / account holder | $2,901 | $6,748-57.0% | $13,987-79.3% | $5,306-45.3% |