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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 | $29,852 | $102,429-70.9% | $147,096-79.7% | $80,925-63.1% |
| Participation rate | 72.3% | 75.9%-3.6pp | 82.2%-9.9pp | 67.7%+4.6pp |
| Annual return | 12.59% | 135.02%-122.4pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,003 | $3,716-73.0% | $4,936-79.7% | $2,756-63.6% |
| Participant deferral / active EE | $2,393 | $6,649-64.0% | $8,071-70.4% | $4,299-44.3% |
| Admin fee / account holder | $4,358 | $7,957-45.2% | $13,005-66.5% | $6,940-37.2% |