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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 | $15,833 | $107,666-85.3% | $102,184-84.5% | $154,746-89.8% |
| Participation rate | 76.9% | 83.7%-6.8pp | 82.6%-5.7pp | 80.7%-3.8pp |
| Annual return | 11.66% | 29.33%-17.7pp | 31.58%-19.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,695 | $3,846-55.9% | $3,594-52.8% | $4,379-61.3% |
| Participant deferral / active EE | $2,533 | $8,719-71.0% | $8,309-69.5% | $6,730-62.4% |
| Admin fee / account holder | $719 | $12,943-94.4% | $11,609-93.8% | $14,365-95.0% |