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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 | $22,751 | $103,000-77.9% | $90,300-74.8% | $152,885-85.1% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.5%-5.5pp |
| Annual return | 19.50% | 95.19%-75.7pp | 78.11%-58.6pp | 345.39%-325.9pp |
| Employer contribution / active EE | $2,896 | $3,138-7.7% | $2,854+1.5% | $4,763-39.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $634 | $6,173-89.7% | $5,353-88.2% | $11,598-94.5% |