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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 | $24,647 | $45,566-45.9% | $64,105-61.6% | $59,633-58.7% |
| Participation rate | 94.6% | 60.2%+34.4pp | 68.2%+26.4pp | 68.7%+25.9pp |
| Annual return | 7.40% | 4.95%+2.4pp | 791.24%-783.8pp | 2041.45%-2034.1pp |
| Employer contribution / active EE | $541 | $934-42.1% | $1,820-70.3% | $2,203-75.5% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $408 | $3,268-87.5% | $4,499-90.9% | $4,297-90.5% |