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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 | $47,572 | $70,418-32.4% | $96,570-50.7% | $85,847-44.6% |
| Participation rate | 95.6% | 61.8%+33.7pp | 69.8%+25.7pp | 69.3%+26.2pp |
| Annual return | 11.01% | 18.59%-7.6pp | 37.79%-26.8pp | 318.61%-307.6pp |
| Employer contribution / active EE | $4,826 | $1,413+241.5% | $2,357+104.7% | $2,565+88.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,444 | $4,995-51.1% | $6,182-60.5% | $6,261-61.0% |