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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 | $47,479-26.9% | $62,929-44.9% | $82,448-57.9% |
| Participation rate | 98.3% | 66.9%+31.4pp | 73.1%+25.2pp | 68.1%+30.2pp |
| Annual return | 12.18% | 20.34%-8.2pp | 1063.93%-1051.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $4,084 | $1,885+116.6% | $2,505+63.1% | $2,551+60.1% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,737 | $3,804-1.8% | $5,065-26.2% | $7,234-48.3% |