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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 | $15,852 | $75,832-79.1% | $147,617-89.3% | $59,633-73.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 6.61% | 0.37%+6.2pp | 61.98%-55.4pp | 2041.45%-2034.8pp |
| Employer contribution / active EE | $1,852 | $3,485-46.9% | $5,564-66.7% | $2,203-15.9% |
| Participant deferral / active EE | $441 | $3,131-85.9% | $4,895-91.0% | $3,192-86.2% |
| Admin fee / account holder | $4,004 | $5,986-33.1% | $11,612-65.5% | $4,297-6.8% |