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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 | $25,885 | $88,672-70.8% | $105,223-75.4% | $82,448-68.6% |
| Participation rate | 79.4% | 67.9%+11.5pp | 75.0%+4.4pp | 68.1%+11.3pp |
| Annual return | 14.02% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $9,324 | $3,048+205.9% | $3,689+152.8% | $2,551+265.5% |
| Participant deferral / active EE | $436 | $4,036-89.2% | $5,072-91.4% | $4,139-89.5% |
| Admin fee / account holder | $4,146 | $7,146-42.0% | $8,859-53.2% | $7,234-42.7% |