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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 | $26,806 | $103,000-74.0% | $90,300-70.3% | $152,885-82.5% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.5%-9.7pp |
| Annual return | 23.82% | 95.19%-71.4pp | 78.11%-54.3pp | 345.39%-321.6pp |
| Employer contribution / active EE | $2,763 | $3,138-12.0% | $2,854-3.2% | $4,763-42.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,878 | $6,173-69.6% | $5,353-64.9% | $11,598-83.8% |