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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 | $47,884 | $102,429-53.3% | $147,096-67.4% | $80,925-40.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.43% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,476 | $3,716-60.3% | $4,936-70.1% | $2,756-46.4% |
| Participant deferral / active EE | $1,681 | $6,649-74.7% | $8,071-79.2% | $4,299-60.9% |
| Admin fee / account holder | $724 | $7,957-90.9% | $13,005-94.4% | $6,940-89.6% |