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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 | $67,844 | $63,354+7.1% | $94,105-27.9% | $82,637-17.9% |
| Participation rate | 86.0% | 63.8%+22.2pp | 71.9%+14.1pp | 68.1%+18.0pp |
| Annual return | 14.98% | 34.36%-19.4pp | 204.55%-189.6pp | 53.51%-38.5pp |
| Employer contribution / active EE | $698 | $1,760-60.3% | $2,504-72.1% | $2,552-72.7% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,156 | $5,073-37.8% | $6,199-49.1% | $7,339-57.0% |