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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 | $38,163 | $102,429-62.7% | $147,096-74.1% | $80,925-52.8% |
| Participation rate | 73.0% | 75.9%-2.9pp | 82.2%-9.2pp | 67.7%+5.3pp |
| Annual return | 16.52% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,313 | $3,716-64.7% | $4,936-73.4% | $2,756-52.3% |
| Participant deferral / active EE | $2,119 | $6,649-68.1% | $8,071-73.7% | $4,299-50.7% |
| Admin fee / account holder | $3,997 | $7,957-49.8% | $13,005-69.3% | $6,940-42.4% |