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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 | $34,690 | $50,554-31.4% | $67,681-48.7% | $87,485-60.3% |
| Participation rate | 98.3% | 67.7%+30.6pp | 73.7%+24.5pp | 68.9%+29.3pp |
| Annual return | 12.18% | 17.81%-5.6pp | 590.58%-578.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $4,084 | $1,988+105.4% | $2,678+52.5% | $2,596+57.3% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,737 | $4,132-9.6% | $6,100-38.7% | $7,775-51.9% |