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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 | $27,070 | $49,164-44.9% | $121,169-77.7% | $75,181-64.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 25.89% | 56.03%-30.1pp | 986.71%-960.8pp | 160.69%-134.8pp |
| Employer contribution / active EE | $1,171 | $1,546-24.3% | $4,168-71.9% | $2,671-56.1% |
| Participant deferral / active EE | $668 | $2,628-74.6% | $4,083-83.6% | $4,126-83.8% |
| Admin fee / account holder | $1,117 | $3,942-71.7% | $5,645-80.2% | $5,650-80.2% |