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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 | $19,312 | $91,198-78.8% | $178,503-89.2% | $79,856-75.8% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 22.51% | 24.20%-1.7pp | 151.12%-128.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,313 | $3,257-59.7% | $5,011-73.8% | $2,471-46.9% |
| Participant deferral / active EE | $767 | $3,237-76.3% | $5,202-85.3% | $3,741-79.5% |
| Admin fee / account holder | $530 | $6,748-92.1% | $13,987-96.2% | $5,306-90.0% |