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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 | $41,161 | $88,672-53.6% | $105,223-60.9% | $82,448-50.1% |
| Participation rate | 74.4% | 67.9%+6.5pp | 75.0%-0.6pp | 68.1%+6.4pp |
| Annual return | 18.22% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $9,868 | $3,048+223.8% | $3,689+167.5% | $2,551+286.9% |
| Participant deferral / active EE | $85 | $4,036-97.9% | $5,072-98.3% | $4,139-98.0% |
| Admin fee / account holder | $1,135 | $7,146-84.1% | $8,859-87.2% | $7,234-84.3% |