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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 | $18,701 | $104,694-82.1% | $85,709-78.2% | $167,536-88.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.52% | 21.45%-4.9pp | 21.49%-5.0pp | 478.82%-462.3pp |
| Employer contribution / active EE | $2,085 | $3,337-37.5% | $2,619-20.4% | $4,839-56.9% |
| Participant deferral / active EE | $1,047 | $4,826-78.3% | $3,924-73.3% | $6,342-83.5% |
| Admin fee / account holder | $10,973 | $10,035+9.3% | $6,876+59.6% | $12,315-10.9% |