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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 | $32,295 | $65,364-50.6% | $92,909-65.2% | $72,975-55.7% |
| Participation rate | 76.1% | 68.3%+7.8pp | 76.0%+0.1pp | 69.5%+6.6pp |
| Annual return | 16.98% | 42.11%-25.1pp | 109.44%-92.5pp | 81.01%-64.0pp |
| Employer contribution / active EE | $3,323 | $2,594+28.1% | $3,653-9.0% | $2,440+36.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,842 | $4,251+13.9% | $5,795-16.4% | $5,124-5.5% |