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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 | $24,060 | $57,352-58.0% | $83,831-71.3% | $64,173-62.5% |
| Participation rate | 93.8% | 68.6%+25.1pp | 76.1%+17.6pp | 69.6%+24.2pp |
| Annual return | 13.62% | 11.38%+2.2pp | 850.99%-837.4pp | 7.63%+6.0pp |
| Employer contribution / active EE | $2,103 | $2,546-17.4% | $3,631-42.1% | $2,381-11.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,331 | $4,046-67.1% | $5,479-75.7% | $4,887-72.8% |