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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 | $26,353 | $123,000-78.6% | $105,582-75.0% | $198,609-86.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 14.08% | 18.31%-4.2pp | 18.61%-4.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $978 | $3,582-72.7% | $2,984-67.2% | $5,055-80.7% |
| Participant deferral / active EE | $978 | $5,013-80.5% | $4,353-77.5% | $6,977-86.0% |
| Admin fee / account holder | $321 | $16,254-98.0% | $12,856-97.5% | $19,030-98.3% |