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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 | $26,182 | $96,268-72.8% | $143,412-81.7% | $86,983-69.9% |
| Participation rate | 92.9% | 74.6%+18.3pp | 78.5%+14.4pp | 69.5%+23.3pp |
| Annual return | 28.77% | 25.47%+3.3pp | 256.99%-228.2pp | 25.83%+2.9pp |
| Employer contribution / active EE | $2,029 | $3,080-34.1% | $3,748-45.9% | $2,584-21.5% |
| Participant deferral / active EE | $2,202 | $6,001-63.3% | $6,816-67.7% | $4,194-47.5% |
| Admin fee / account holder | $480 | $7,778-93.8% | $11,396-95.8% | $7,856-93.9% |