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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 | $28,796 | $63,346-54.5% | $92,240-68.8% | $70,126-58.9% |
| Participation rate | 89.8% | 68.7%+21.2pp | 76.5%+13.3pp | 69.5%+20.3pp |
| Annual return | 13.20% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $4,570 | $2,471+84.9% | $3,680+24.2% | $2,343+95.1% |
| Participant deferral / active EE | $537 | $2,854-81.2% | $3,897-86.2% | $3,332-83.9% |
| Admin fee / account holder | $2,922 | $3,841-23.9% | $5,194-43.8% | $4,645-37.1% |