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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 | $61,125-66.8% | $94,057-78.4% | $87,485-76.8% |
| Participation rate | 71.9% | 64.1%+7.8pp | 73.3%-1.5pp | 68.9%+2.9pp |
| Annual return | 17.31% | 35.20%-17.9pp | 480.62%-463.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,979 | $2,136-7.4% | $2,933-32.5% | $2,596-23.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,999 | $5,629-64.5% | $7,244-72.4% | $7,775-74.3% |