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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 | $52,865 | $91,559-42.3% | $133,978-60.5% | $79,856-33.8% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.1pp |
| Annual return | 11.11% | 61.85%-50.7pp | 45.10%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $769 | $2,384-67.7% | $3,919-80.4% | $2,471-68.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,394 | $6,321-77.9% | $8,930-84.4% | $5,306-73.7% |