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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 | $57,774 | $43,730+32.1% | $121,220-52.3% | $64,173-10.0% |
| Participation rate | 93.3% | 58.3%+35.0pp | 71.8%+21.6pp | 69.6%+23.8pp |
| Annual return | 8.86% | 68.94%-60.1pp | 16.94%-8.1pp | 7.63%+1.2pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $184 | $2,281-91.9% | $3,345-94.5% | $3,470-94.7% |
| Admin fee / account holder | $1,636 | $3,502-53.3% | $5,021-67.4% | $4,887-66.5% |