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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 | $38,536 | $75,962-49.3% | $154,108-75.0% | $64,173-39.9% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | 8.17% | 30.32%-22.2pp | 735.21%-727.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $2,049 | $3,350-38.8% | $5,298-61.3% | $2,381-13.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,356 | $5,589-39.9% | $13,411-75.0% | $4,887-31.3% |