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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 | $30,336 | $81,331-62.7% | $155,534-80.5% | $80,935-62.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.11% | 33.37%-17.3pp | 64.92%-48.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,264 | $3,105-59.3% | $4,675-73.0% | $2,757-54.2% |
| Participant deferral / active EE | $565 | $3,454-83.7% | $5,630-90.0% | $4,299-86.9% |
| Admin fee / account holder | $8,513 | $7,999+6.4% | $15,900-46.5% | $6,924+22.9% |