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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 | $11,402 | $61,125-81.3% | $94,057-87.9% | $87,485-87.0% |
| Participation rate | 80.3% | 64.1%+16.2pp | 73.3%+6.9pp | 68.9%+11.4pp |
| Annual return | 12.75% | 35.20%-22.4pp | 480.62%-467.9pp | 26.06%-13.3pp |
| Employer contribution / active EE | $748 | $2,136-65.0% | $2,933-74.5% | $2,596-71.2% |
| Participant deferral / active EE | $724 | $3,260-77.8% | $4,709-84.6% | $4,274-83.1% |
| Admin fee / account holder | $1,330 | $5,629-76.4% | $7,244-81.6% | $7,775-82.9% |