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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 | $40,687 | $77,817-47.7% | $123,553-67.1% | $64,173-36.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.45% | 12.49%-12.9pp | 119.21%-119.7pp | 7.63%-8.1pp |
| Employer contribution / active EE | $3,533 | $3,014+17.2% | $4,628-23.7% | $2,381+48.4% |
| Participant deferral / active EE | $728 | $5,240-86.1% | $6,426-88.7% | $3,470-79.0% |
| Admin fee / account holder | $1,777 | $5,519-67.8% | $9,284-80.9% | $4,887-63.6% |