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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 | $60,063 | $98,766-39.2% | $149,730-59.9% | $79,852-24.8% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.5%+8.0pp | 69.6%+20.8pp |
| Annual return | 12.88% | 27.43%-14.6pp | 276.70%-263.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,072 | $3,217-66.7% | $4,645-76.9% | $2,471-56.6% |
| Participant deferral / active EE | $2,102 | $5,681-63.0% | $6,843-69.3% | $3,740-43.8% |
| Admin fee / account holder | $1,120 | $6,052-81.5% | $9,310-88.0% | $5,306-78.9% |