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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 | $26,905 | $95,975-72.0% | $74,549-63.9% | $135,379-80.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.26% | 56.96%-50.7pp | 32.53%-26.3pp | 519.79%-513.5pp |
| Employer contribution / active EE | $1,368 | $2,716-49.6% | $1,961-30.2% | $4,779-71.4% |
| Participant deferral / active EE | $93 | $3,844-97.6% | $3,108-97.0% | $5,609-98.3% |
| Admin fee / account holder | $361 | $6,522-94.5% | $5,059-92.9% | $10,828-96.7% |