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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 | $14,031 | $45,043-68.8% | $63,005-77.7% | $70,124-80.0% |
| Participation rate | 83.3% | 69.5%+13.8pp | 74.8%+8.5pp | 69.5%+13.8pp |
| Annual return | 14.05% | 18.76%-4.7pp | 87.59%-73.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $630 | $2,052-69.3% | $2,760-77.2% | $2,342-73.1% |
| Participant deferral / active EE | $539 | $2,466-78.1% | $3,329-83.8% | $3,332-83.8% |
| Admin fee / account holder | $1,221 | $2,833-56.9% | $3,599-66.1% | $4,645-73.7% |