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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 | $52,258 | $48,364+8.1% | $71,796-27.2% | $62,881-16.9% |
| Participation rate | 95.0% | 60.6%+34.4pp | 69.1%+25.9pp | 69.3%+25.7pp |
| Annual return | 7.96% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $470 | $2,091-77.5% | $2,794-83.2% | $3,203-85.3% |
| Admin fee / account holder | $1,836 | $3,771-51.3% | $4,815-61.9% | $4,296-57.3% |