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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 | $37,969 | $95,415-60.2% | $185,851-79.6% | $85,851-55.8% |
| Participation rate | 84.1% | 68.8%+15.3pp | 81.7%+2.4pp | 69.3%+14.8pp |
| Annual return | 15.90% | 23.59%-7.7pp | 122.11%-106.2pp | 318.63%-302.7pp |
| Employer contribution / active EE | $3,026 | $3,314-8.7% | $5,168-41.5% | $2,565+18.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,490 | $7,215-79.3% | $16,245-90.8% | $6,261-76.2% |