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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 | $15,920 | $49,255-67.7% | $70,494-77.4% | $79,856-80.1% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 69.6%+28.4pp |
| Annual return | 12.19% | 30.10%-17.9pp | 109.16%-97.0pp | 31.71%-19.5pp |
| Employer contribution / active EE | $515 | $2,100-75.5% | $2,738-81.2% | $2,471-79.2% |
| Participant deferral / active EE | $181 | $2,768-93.5% | $3,711-95.1% | $3,741-95.2% |
| Admin fee / account holder | $1,405 | $2,879-51.2% | $3,848-63.5% | $5,306-73.5% |