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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 | $37,000 | $54,541-32.2% | $78,778-53.0% | $70,126-47.2% |
| Participation rate | 81.1% | 60.8%+20.3pp | 69.2%+11.9pp | 69.5%+11.5pp |
| Annual return | 31.62% | 21.07%+10.5pp | 35.62%-4.0pp | 73.15%-41.5pp |
| Employer contribution / active EE | $3,834 | $1,089+252.3% | $1,986+93.1% | $2,343+63.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $342 | $3,709-90.8% | $5,134-93.3% | $4,645-92.6% |