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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 | $38,406 | $75,959-49.4% | $154,114-75.1% | $64,181-40.2% |
| Participation rate | 88.2% | 70.4%+17.8pp | 83.0%+5.2pp | 69.6%+18.7pp |
| Annual return | 5.76% | 30.32%-24.6pp | 735.16%-729.4pp | 7.63%-1.9pp |
| Employer contribution / active EE | $3,957 | $3,350+18.1% | $5,298-25.3% | $2,381+66.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,942 | $5,589-65.2% | $13,411-85.5% | $4,887-60.3% |