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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 | $72,894 | $115,814-37.1% | $101,275-28.0% | $158,982-54.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 33.37% | 56.16%-22.8pp | 46.48%-13.1pp | 302.99%-269.6pp |
| Employer contribution / active EE | $1,979 | $4,176-52.6% | $3,660-45.9% | $4,763-58.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $570 | $7,249-92.1% | $5,948-90.4% | $11,252-94.9% |