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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 | $30,757 | $89,370-65.6% | $141,197-78.2% | $72,976-57.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.17% | 111.88%-91.7pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $2,609 | $3,115-16.3% | $4,736-44.9% | $2,440+6.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,236 | $5,957-79.2% | $10,265-88.0% | $5,124-75.9% |