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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 | $15,805 | $49,976-68.4% | $66,674-76.3% | $82,637-80.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 15.49% | 39.09%-23.6pp | 321.24%-305.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,014 | $1,988+1.3% | $2,620-23.1% | $2,552-21.1% |
| Participant deferral / active EE | $221 | $2,847-92.2% | $4,084-94.6% | $4,126-94.6% |
| Admin fee / account holder | $2,496 | $4,594-45.7% | $5,098-51.0% | $7,339-66.0% |