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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 | $14,241 | $77,638-81.7% | $156,551-90.9% | $62,881-77.4% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.2pp | 69.3%+26.9pp |
| Annual return | 5.56% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,357 | $3,444-60.6% | $5,501-75.3% | $2,281-40.5% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $602 | $5,561-89.2% | $13,028-95.4% | $4,296-86.0% |