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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 | $51,184-71.2% | $66,439-77.8% | $86,983-83.1% |
| Participation rate | 88.5% | 68.5%+20.0pp | 74.5%+14.0pp | 69.5%+19.0pp |
| Annual return | 11.44% | 17.07%-5.6pp | 757.66%-746.2pp | 25.83%-14.4pp |
| Employer contribution / active EE | $1,061 | $2,023-47.5% | $2,637-59.7% | $2,584-58.9% |
| Participant deferral / active EE | $49 | $2,927-98.3% | $3,876-98.7% | $4,194-98.8% |
| Admin fee / account holder | $2,353 | $4,154-43.4% | $6,173-61.9% | $7,856-70.0% |