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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 | $25,777 | $47,479-45.7% | $62,929-59.0% | $82,448-68.7% |
| Participation rate | 84.4% | 66.9%+17.6pp | 73.1%+11.3pp | 68.1%+16.4pp |
| Annual return | 15.16% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $556 | $1,885-70.5% | $2,505-77.8% | $2,551-78.2% |
| Participant deferral / active EE | $162 | $2,870-94.4% | $3,888-95.8% | $4,139-96.1% |
| Admin fee / account holder | $1,090 | $3,804-71.3% | $5,065-78.5% | $7,234-84.9% |