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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 | $64,340 | $52,678+22.1% | $75,784-15.1% | $59,633+7.9% |
| Participation rate | 86.0% | 67.2%+18.7pp | 75.8%+10.1pp | 68.7%+17.3pp |
| Annual return | 0.26% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $16,366 | $2,193+646.1% | $3,323+392.4% | $2,203+643.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,705 | $3,610+2.6% | $5,300-30.1% | $4,297-13.8% |