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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 | $38,197 | $58,311-34.5% | $81,882-53.4% | $80,959-52.8% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 13.83% | 41.85%-28.0pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,570 | $2,347+9.5% | $2,916-11.9% | $2,757-6.8% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,598 | $4,752-45.3% | $7,360-64.7% | $6,925-62.5% |