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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 | $39,728 | $91,537-56.6% | $130,045-69.5% | $75,173-47.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.54% | -631.55%+652.1pp | -137.30%+157.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,176 | $2,845-58.7% | $4,321-72.8% | $2,671-56.0% |
| Participant deferral / active EE | $1,453 | $4,343-66.6% | $5,820-75.0% | $4,126-64.8% |
| Admin fee / account holder | $5,451 | $6,780-19.6% | $10,600-48.6% | $5,651-3.5% |