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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 | $15,689 | $85,171-81.6% | $172,752-90.9% | $72,975-78.5% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 20.02% | 27.32%-7.3pp | 802.97%-782.9pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,674 | $3,324-49.6% | $5,144-67.5% | $2,440-31.4% |
| Participant deferral / active EE | $769 | $3,260-76.4% | $5,198-85.2% | $3,608-78.7% |
| Admin fee / account holder | $888 | $5,880-84.9% | $13,955-93.6% | $5,124-82.7% |