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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 | $36,984 | $89,259-58.6% | $107,187-65.5% | $82,637-55.2% |
| Participation rate | 76.5% | 67.9%+8.5pp | 75.0%+1.5pp | 68.1%+8.4pp |
| Annual return | 17.15% | 21.02%-3.9pp | 204.55%-187.4pp | 53.51%-36.4pp |
| Employer contribution / active EE | $7,922 | $3,080+157.2% | $3,782+109.5% | $2,552+210.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,488 | $7,381-52.8% | $9,162-61.9% | $7,339-52.5% |