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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 | $57,129 | $91,537-37.6% | $130,045-56.1% | $75,173-24.0% |
| Participation rate | 97.4% | 71.5%+25.9pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 15.86% | -631.55%+647.4pp | -137.30%+153.2pp | 160.72%-144.9pp |
| Employer contribution / active EE | $2,811 | $2,845-1.2% | $4,321-34.9% | $2,671+5.3% |
| Participant deferral / active EE | $941 | $4,343-78.3% | $5,820-83.8% | $4,126-77.2% |
| Admin fee / account holder | $2,040 | $6,780-69.9% | $10,600-80.8% | $5,651-63.9% |