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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 | $52,758 | $93,346-43.5% | $71,796-26.5% | $273,972-80.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.11% | 130.39%-128.3pp | 78.04%-75.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,152 | $2,733-57.9% | $1,924-40.1% | $4,869-76.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,630 | $6,571-60.0% | $4,815-45.4% | $10,133-74.0% |