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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 | $15,404 | $48,327-68.1% | $67,575-77.2% | $80,935-81.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.7%+26.2pp |
| Annual return | 18.67% | 18.31%+0.4pp | 3528.98%-3510.3pp | 35.66%-17.0pp |
| Employer contribution / active EE | $1,271 | $2,022-37.2% | $2,736-53.6% | $2,757-53.9% |
| Participant deferral / active EE | $52 | $2,927-98.2% | $4,003-98.7% | $4,299-98.8% |
| Admin fee / account holder | $409 | $3,692-88.9% | $3,993-89.8% | $6,924-94.1% |