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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 | $18,889 | $91,179-79.3% | $178,499-89.4% | $79,852-76.3% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 13.58% | 24.19%-10.6pp | 151.10%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,895 | $3,256-11.1% | $5,011-42.2% | $2,471+17.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $740 | $6,749-89.0% | $13,986-94.7% | $5,306-86.1% |