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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 | $2,083 | $23,330-91.1% | $64,489-96.8% | $82,448-97.5% |
| Participation rate | 74.3% | 68.3%+6.0pp | 67.7%+6.6pp | 68.1%+6.3pp |
| Annual return | 15.40% | 83.66%-68.3pp | 55.03%-39.6pp | 41.64%-26.2pp |
| Employer contribution / active EE | $359 | $824-56.4% | $1,523-76.4% | $2,551-85.9% |
| Participant deferral / active EE | $624 | $1,707-63.4% | $2,778-77.5% | $4,139-84.9% |
| Admin fee / account holder | $688 | $2,946-76.6% | $4,260-83.8% | $7,234-90.5% |