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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 | $34,117 | $88,672-61.5% | $105,223-67.6% | $82,448-58.6% |
| Participation rate | 77.4% | 67.9%+9.5pp | 75.0%+2.4pp | 68.1%+9.4pp |
| Annual return | 14.51% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $8,538 | $3,048+180.1% | $3,689+131.5% | $2,551+234.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,354 | $7,146-81.1% | $8,859-84.7% | $7,234-81.3% |