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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 | $14,717 | $50,554-70.9% | $67,681-78.3% | $87,485-83.2% |
| Participation rate | 88.5% | 67.7%+20.8pp | 73.7%+14.8pp | 68.9%+19.6pp |
| Annual return | 11.44% | 17.81%-6.4pp | 590.58%-579.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,061 | $1,988-46.6% | $2,678-60.4% | $2,596-59.1% |
| Participant deferral / active EE | $49 | $2,961-98.3% | $3,976-98.8% | $4,274-98.9% |
| Admin fee / account holder | $2,353 | $4,132-43.1% | $6,100-61.4% | $7,775-69.7% |