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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 | $39,903 | $53,128-24.9% | $86,582-53.9% | $70,126-43.1% |
| Participation rate | 90.6% | 65.3%+25.3pp | 73.5%+17.1pp | 69.5%+21.1pp |
| Annual return | 16.49% | 27.66%-11.2pp | 965.08%-948.6pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,648 | $2,068+76.4% | $2,839+28.5% | $2,343+55.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,312 | $3,584+20.3% | $4,904-12.1% | $4,645-7.2% |