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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 | $19,534 | $45,152-56.7% | $73,835-73.5% | $59,633-67.2% |
| Participation rate | 97.9% | 64.0%+33.9pp | 73.4%+24.5pp | 68.7%+29.2pp |
| Annual return | 0.19% | 27.40%-27.2pp | 2268.13%-2267.9pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $1,171 | $1,901-38.4% | $2,788-58.0% | $2,203-46.8% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,860 | $3,515-18.6% | $4,880-41.4% | $4,297-33.4% |