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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 | $46,733 | $70,418-33.6% | $96,570-51.6% | $85,847-45.6% |
| Participation rate | 91.4% | 61.8%+29.6pp | 69.8%+21.6pp | 69.3%+22.1pp |
| Annual return | 45.81% | 18.59%+27.2pp | 37.79%+8.0pp | 318.61%-272.8pp |
| Employer contribution / active EE | $1,923 | $1,413+36.1% | $2,357-18.4% | $2,565-25.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $346 | $4,995-93.1% | $6,182-94.4% | $6,261-94.5% |