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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 | $30,458 | $45,566-33.2% | $64,105-52.5% | $59,633-48.9% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 6.68% | 4.95%+1.7pp | 791.24%-784.6pp | 2041.40%-2034.7pp |
| Employer contribution / active EE | $1,000 | $934+7.1% | $1,820-45.1% | $2,203-54.6% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,320 | $3,268-59.6% | $4,499-70.7% | $4,297-69.3% |