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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 | $29,881 | $87,132-65.7% | $105,624-71.7% | $80,959-63.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.7%+18.0pp |
| Annual return | 10.77% | 17.03%-6.3pp | 116.20%-105.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,395 | $3,985-65.0% | $5,013-72.2% | $4,300-67.6% |
| Admin fee / account holder | $378 | $8,449-95.5% | $10,961-96.5% | $6,925-94.5% |