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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 | $11,873 | $78,690-84.9% | $161,489-92.6% | $87,485-86.4% |
| Participation rate | 96.9% | 67.5%+29.4pp | 78.7%+18.2pp | 68.9%+27.9pp |
| Annual return | 13.11% | 32.74%-19.6pp | 89.72%-76.6pp | 26.06%-12.9pp |
| Employer contribution / active EE | $5,000 | $2,588+93.2% | $4,268+17.1% | $2,596+92.6% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,121 | $6,724-83.3% | $16,006-93.0% | $7,775-85.6% |