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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 | $53,972 | $89,370-39.6% | $141,197-61.8% | $72,976-26.0% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 21.84% | 111.88%-90.0pp | 71.41%-49.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $765 | $3,115-75.4% | $4,736-83.8% | $2,440-68.6% |
| Participant deferral / active EE | $1,209 | $5,419-77.7% | $6,710-82.0% | $3,608-66.5% |
| Admin fee / account holder | $565 | $5,957-90.5% | $10,265-94.5% | $5,124-89.0% |