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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 | $33,117 | $55,457-40.3% | $77,361-57.2% | $94,015-64.8% |
| Participation rate | 72.7% | 69.8%+2.9pp | 75.0%-2.2pp | 70.8%+1.9pp |
| Annual return | 14.34% | 15.57%-1.2pp | 1011.54%-997.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,848 | $2,255-18.0% | $2,990-38.2% | $2,790-33.7% |
| Participant deferral / active EE | $1,014 | $3,069-67.0% | $3,911-74.1% | $4,249-76.1% |
| Admin fee / account holder | $782 | $4,334-81.9% | $5,894-86.7% | $8,951-91.3% |