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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 | $31,552 | $73,019-56.8% | $90,766-65.2% | $68,490-53.9% |
| Participation rate | 97.8% | 70.8%+26.9pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | 212.27% | -13.81%+226.1pp | -12.16%+224.4pp | -7.85%+220.1pp |
| Employer contribution / active EE | $2,017 | $2,193-8.0% | $2,922-31.0% | $2,597-22.3% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $464 | $5,897-92.1% | $8,446-94.5% | $5,403-91.4% |