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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 | $77,800 | $85,766-9.3% | $136,298-42.9% | $70,126+10.9% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 14.61% | 31.46%-16.8pp | 5156.27%-5141.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $3,152 | $2,966+6.3% | $4,696-32.9% | $2,343+34.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,290 | $5,421-39.3% | $9,244-64.4% | $4,645-29.2% |