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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 | $33,833 | $99,652-66.0% | $78,778-57.1% | $147,585-77.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 17.59% | 47.28%-29.7pp | 35.62%-18.0pp | 578.58%-561.0pp |
| Employer contribution / active EE | $2,727 | $2,796-2.4% | $1,986+37.4% | $4,876-44.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,350 | $7,155-81.1% | $5,134-73.7% | $10,886-87.6% |