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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 | $36,018 | $85,169-57.7% | $172,755-79.2% | $72,983-50.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.00% | 27.32%-8.3pp | 802.94%-783.9pp | 81.01%-62.0pp |
| Employer contribution / active EE | $882 | $3,324-73.5% | $5,144-82.8% | $2,440-63.8% |
| Participant deferral / active EE | $403 | $3,260-87.7% | $5,198-92.3% | $3,608-88.8% |
| Admin fee / account holder | $3,726 | $5,880-36.6% | $13,955-73.3% | $5,124-27.3% |