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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 | $54,261 | $48,364+12.2% | $71,796-24.4% | $62,881-13.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.26% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,285 | $1,042+119.4% | $1,924+18.8% | $2,281+0.2% |
| Participant deferral / active EE | $522 | $2,091-75.0% | $2,794-81.3% | $3,203-83.7% |
| Admin fee / account holder | $1,455 | $3,771-61.4% | $4,815-69.8% | $4,296-66.1% |