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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 | $88,966 | $93,345-4.7% | $119,126-25.3% | $87,485+1.7% |
| Participation rate | 86.1% | 68.7%+17.4pp | 75.8%+10.4pp | 68.9%+17.2pp |
| Annual return | 18.97% | 19.08%-0.1pp | 282.11%-263.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $34,123 | $3,172+975.9% | $4,034+746.0% | $2,596+1214.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,363 | $8,039-70.6% | $10,693-77.9% | $7,775-69.6% |