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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 | $32,577 | $118,875-72.6% | $96,572-66.3% | $167,553-80.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 27.21% | 50.50%-23.3pp | 37.79%-10.6pp | 478.89%-451.7pp |
| Employer contribution / active EE | $1,570 | $3,121-49.7% | $2,357-33.4% | $4,840-67.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $602 | $8,070-92.5% | $6,183-90.3% | $12,316-95.1% |