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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 | $51,251 | $72,404-29.2% | $110,243-53.5% | $64,173-20.1% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-1.0pp | 69.6%+9.3pp |
| Annual return | 27.08% | -6.29%+33.4pp | 314.76%-287.7pp | 7.63%+19.4pp |
| Employer contribution / active EE | $2,666 | $2,282+16.9% | $3,827-30.3% | $2,381+12.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,763 | $5,664+19.4% | $8,548-20.9% | $4,887+38.4% |