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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 | $15,876 | $108,882-85.4% | $96,754-83.6% | $154,746-89.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 14.81% | 98.39%-83.6pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $707 | $5,323-86.7% | $4,758-85.1% | $6,730-89.5% |
| Admin fee / account holder | $1,955 | $10,200-80.8% | $8,905-78.0% | $14,365-86.4% |