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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 | $54,978 | $45,566+20.7% | $64,105-14.2% | $59,632-7.8% |
| Participation rate | 94.3% | 60.2%+34.1pp | 68.2%+26.1pp | 68.7%+25.6pp |
| Annual return | 0.73% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $4,286 | $934+358.8% | $1,820+135.5% | $2,203+94.6% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,881 | $3,268-11.8% | $4,499-36.0% | $4,297-33.0% |