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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 | $41,181 | $52,678-21.8% | $75,784-45.7% | $59,633-30.9% |
| Participation rate | 92.5% | 67.2%+25.2pp | 75.8%+16.6pp | 68.7%+23.8pp |
| Annual return | -0.92% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $9,974 | $2,193+354.7% | $3,323+200.1% | $2,203+352.8% |
| Participant deferral / active EE | $878 | $2,591-66.1% | $3,652-76.0% | $3,192-72.5% |
| Admin fee / account holder | $3,533 | $3,610-2.1% | $5,300-33.3% | $4,297-17.8% |