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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 | $17,047 | $77,638-78.0% | $156,551-89.1% | $62,881-72.9% |
| Participation rate | 81.6% | 71.2%+10.4pp | 84.0%-2.4pp | 69.3%+12.3pp |
| Annual return | 4.87% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,407 | $3,444-59.2% | $5,501-74.4% | $2,281-38.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,592 | $5,561-71.4% | $13,028-87.8% | $4,296-62.9% |