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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 | $26,536 | $154,159-82.8% | $130,026-79.6% | $139,456-81.0% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 13.22% | 32.50%-19.3pp | -137.26%+150.5pp | 373.45%-360.2pp |
| Employer contribution / active EE | $2,735 | $5,292-48.3% | $4,321-36.7% | $4,753-42.5% |
| Participant deferral / active EE | $1,890 | $6,710-71.8% | $5,821-67.5% | $6,711-71.8% |
| Admin fee / account holder | $604 | $14,001-95.7% | $10,608-94.3% | $11,407-94.7% |