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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 | $22,965 | $45,152-49.1% | $73,836-68.9% | $59,633-61.5% |
| Participation rate | 74.2% | 64.0%+10.2pp | 73.4%+0.8pp | 68.7%+5.5pp |
| Annual return | -1.28% | 27.40%-28.7pp | 2268.06%-2269.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,678 | $1,901-11.8% | $2,787-39.8% | $2,203-23.8% |
| Participant deferral / active EE | $566 | $2,573-78.0% | $3,583-84.2% | $3,192-82.3% |
| Admin fee / account holder | $3,743 | $3,515+6.5% | $4,882-23.3% | $4,297-12.9% |