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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 | $29,668 | $49,976-40.6% | $66,674-55.5% | $82,637-64.1% |
| Participation rate | 70.0% | 63.1%+6.9pp | 73.7%-3.7pp | 68.1%+1.9pp |
| Annual return | 13.54% | 39.09%-25.5pp | 321.24%-307.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,311 | $1,988+16.2% | $2,620-11.8% | $2,552-9.5% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $549 | $4,594-88.0% | $5,098-89.2% | $7,339-92.5% |