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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 | $43,154 | $77,416-44.3% | $69,464-37.9% | $152,897-71.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.97% | 39.08%-14.1pp | 28.98%-4.0pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,534 | $3,315-53.7% | $2,779-44.8% | $4,764-67.8% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,940 | $6,208-68.7% | $3,840-49.5% | $11,599-83.3% |