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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 | $29,559 | $100,805-70.7% | $86,698-65.9% | $134,532-78.0% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -10.64% | 29.09%-39.7pp | 35.95%-46.6pp | 418.27%-428.9pp |
| Employer contribution / active EE | $1,195 | $3,490-65.8% | $2,837-57.9% | $4,741-74.8% |
| Participant deferral / active EE | $1,660 | $5,339-68.9% | $4,656-64.3% | $6,401-74.1% |
| Admin fee / account holder | $25,557 | $10,925+133.9% | $7,493+241.1% | $11,429+123.6% |