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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 | $43,735 | $82,674-47.1% | $125,381-65.1% | $68,486-36.1% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | 19.26% | -5.97%+25.2pp | 572.31%-553.0pp | -7.85%+27.1pp |
| Employer contribution / active EE | $2,953 | $3,382-12.7% | $4,815-38.7% | $2,597+13.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,072 | $6,277-67.0% | $10,007-79.3% | $5,404-61.7% |