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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 | $18,858 | $75,962-75.2% | $154,108-87.8% | $64,173-70.6% |
| Participation rate | 88.4% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.8pp |
| Annual return | 4.04% | 30.32%-26.3pp | 735.21%-731.2pp | 7.63%-3.6pp |
| Employer contribution / active EE | $2,384 | $3,350-28.8% | $5,298-55.0% | $2,381+0.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,488 | $5,589-73.4% | $13,411-88.9% | $4,887-69.5% |