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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 | $20,298 | $51,638-60.7% | $68,368-70.3% | $82,448-75.4% |
| Participation rate | 71.9% | 63.6%+8.3pp | 73.8%-1.9pp | 68.1%+3.8pp |
| Annual return | 17.31% | 37.53%-20.2pp | 292.57%-275.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,979 | $2,047-3.3% | $2,649-25.3% | $2,551-22.4% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,999 | $4,643-56.9% | $5,150-61.2% | $7,234-72.4% |