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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 | $42,969 | $57,352-25.1% | $83,831-48.7% | $64,173-33.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 5.56% | 11.38%-5.8pp | 850.99%-845.4pp | 7.63%-2.1pp |
| Employer contribution / active EE | $9,156 | $2,546+259.7% | $3,631+152.1% | $2,381+284.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,852 | $4,046+19.9% | $5,479-11.4% | $4,887-0.7% |