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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 | $21,990 | $51,638-57.4% | $68,368-67.8% | $82,448-73.3% |
| Participation rate | 98.5% | 63.6%+34.9pp | 73.8%+24.8pp | 68.1%+30.5pp |
| Annual return | 17.74% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $8,583 | $2,047+319.4% | $2,649+224.0% | $2,551+236.5% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $552 | $4,643-88.1% | $5,150-89.3% | $7,234-92.4% |