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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 | $36,411 | $80,812-54.9% | $160,784-77.4% | $82,448-55.8% |
| Participation rate | 85.2% | 66.2%+19.0pp | 77.0%+8.2pp | 68.1%+17.1pp |
| Annual return | 15.73% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,682 | $2,174-22.6% | $3,733-54.9% | $2,551-34.1% |
| Participant deferral / active EE | $674 | $4,335-84.5% | $6,293-89.3% | $4,139-83.7% |
| Admin fee / account holder | $318 | $7,695-95.9% | $9,717-96.7% | $7,234-95.6% |