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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 | $25,124 | $142,392-82.4% | $119,622-79.0% | $134,532-81.3% |
| Participation rate | 78.9% | 82.8%-3.9pp | 79.3%-0.3pp | 81.2%-2.3pp |
| Annual return | 15.60% | -12.46%+28.1pp | -14.98%+30.6pp | 418.27%-402.7pp |
| Employer contribution / active EE | $4,947 | $5,224-5.3% | $4,232+16.9% | $4,741+4.4% |
| Participant deferral / active EE | $1,756 | $6,467-72.9% | $5,601-68.7% | $6,401-72.6% |
| Admin fee / account holder | $8,866 | $13,593-34.8% | $10,328-14.2% | $11,429-22.4% |