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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 | $31,182 | $88,672-64.8% | $105,223-70.4% | $82,448-62.2% |
| Participation rate | 82.8% | 67.9%+14.9pp | 75.0%+7.8pp | 68.1%+14.7pp |
| Annual return | 14.66% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $7,560 | $3,048+148.0% | $3,689+105.0% | $2,551+196.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,925 | $7,146-59.1% | $8,859-67.0% | $7,234-59.6% |