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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 | $19,845 | $84,236-76.4% | $170,435-88.4% | $70,126-71.7% |
| Participation rate | 94.6% | 70.8%+23.8pp | 83.6%+11.0pp | 69.5%+25.1pp |
| Annual return | 13.89% | 23.06%-9.2pp | 205.94%-192.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,655 | $3,387-51.1% | $5,432-69.5% | $2,343-29.4% |
| Participant deferral / active EE | $732 | $3,086-76.3% | $4,939-85.2% | $3,332-78.0% |
| Admin fee / account holder | $3,105 | $5,698-45.5% | $13,881-77.6% | $4,645-33.2% |