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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 | $93,345-63.5% | $119,126-71.4% | $87,485-61.0% |
| Participation rate | 77.4% | 68.7%+8.7pp | 75.8%+1.7pp | 68.9%+8.5pp |
| Annual return | 14.51% | 19.08%-4.6pp | 282.11%-267.6pp | 26.06%-11.5pp |
| Employer contribution / active EE | $8,538 | $3,172+169.2% | $4,034+111.7% | $2,596+228.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,354 | $8,039-83.2% | $10,693-87.3% | $7,775-82.6% |