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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 | $44,402 | $106,905-58.5% | $84,020-47.2% | $152,885-71.0% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.5%+10.4pp |
| Annual return | 19.02% | 105.00%-86.0pp | 71.31%-52.3pp | 345.39%-326.4pp |
| Employer contribution / active EE | $906 | $2,735-66.9% | $1,984-54.3% | $4,763-81.0% |
| Participant deferral / active EE | $942 | $4,012-76.5% | $3,239-70.9% | $5,851-83.9% |
| Admin fee / account holder | $1,880 | $8,287-77.3% | $6,101-69.2% | $11,598-83.8% |