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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 | $56,060 | $96,491-41.9% | $75,894-26.1% | $152,885-63.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 13.67% | 33.98%-20.3pp | 30.76%-17.1pp | 345.39%-331.7pp |
| Employer contribution / active EE | $21,943 | $3,310+563.0% | $2,501+777.4% | $4,763+360.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $338 | $8,079-95.8% | $5,420-93.8% | $11,598-97.1% |