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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 | $33,641 | $156,616-78.5% | $133,346-74.8% | $198,609-83.1% |
| Participation rate | 83.3% | 77.7%+5.6pp | 72.8%+10.5pp | 82.4%+1.0pp |
| Annual return | 9.41% | 44.25%-34.8pp | 36.85%-27.4pp | 202.70%-193.3pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $88 | $4,920-98.2% | $4,332-98.0% | $6,977-98.7% |
| Admin fee / account holder | $658 | $17,468-96.2% | $14,264-95.4% | $19,030-96.5% |