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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 | $18,803 | $45,566-58.7% | $64,105-70.7% | $59,633-68.5% |
| Participation rate | 98.2% | 60.2%+38.0pp | 68.2%+30.0pp | 68.7%+29.5pp |
| Annual return | 0.62% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $163 | $934-82.5% | $1,820-91.0% | $2,203-92.6% |
| Participant deferral / active EE | $797 | $2,057-61.2% | $2,822-71.7% | $3,192-75.0% |
| Admin fee / account holder | $878 | $3,268-73.1% | $4,499-80.5% | $4,297-79.6% |