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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 | $52,697 | $81,208-35.1% | $98,920-46.7% | $79,856-34.0% |
| Participation rate | 80.6% | 72.5%+8.0pp | 76.0%+4.5pp | 69.6%+10.9pp |
| Annual return | 15.45% | 60.99%-45.5pp | 196.47%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,033 | $1,960-47.3% | $2,689-61.6% | $2,471-58.2% |
| Participant deferral / active EE | $1,391 | $3,265-57.4% | $4,245-67.2% | $3,741-62.8% |
| Admin fee / account holder | $1,809 | $6,013-69.9% | $6,643-72.8% | $5,306-65.9% |