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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 | $49,637 | $55,889-11.2% | $76,119-34.8% | $80,935-38.7% |
| Participation rate | 94.0% | 62.1%+31.9pp | 69.1%+24.9pp | 67.7%+26.3pp |
| Annual return | 10.71% | 20.58%-9.9pp | 361.25%-350.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $6,883 | $1,866+268.9% | $2,693+155.6% | $2,757+149.7% |
| Participant deferral / active EE | $177 | $3,051-94.2% | $4,259-95.9% | $4,299-95.9% |
| Admin fee / account holder | $4,416 | $5,241-15.8% | $6,421-31.2% | $6,924-36.2% |