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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 | $43,364 | $51,638-16.0% | $68,368-36.6% | $82,448-47.4% |
| Participation rate | 96.4% | 63.6%+32.8pp | 73.8%+22.7pp | 68.1%+28.4pp |
| Annual return | 15.84% | 37.53%-21.7pp | 292.57%-276.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,764 | $2,047+35.0% | $2,649+4.3% | $2,551+8.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,745 | $4,643-62.4% | $5,150-66.1% | $7,234-75.9% |