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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 | $47,364 | $81,208-41.7% | $98,920-52.1% | $79,852-40.7% |
| Participation rate | 81.0% | 72.5%+8.4pp | 76.0%+4.9pp | 69.6%+11.3pp |
| Annual return | 13.07% | 60.99%-47.9pp | 196.47%-183.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $2,210 | $1,960+12.8% | $2,689-17.8% | $2,471-10.5% |
| Participant deferral / active EE | $1,351 | $3,265-58.6% | $4,245-68.2% | $3,740-63.9% |
| Admin fee / account holder | $1,155 | $6,013-80.8% | $6,643-82.6% | $5,306-78.2% |