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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 | $16,098 | $75,962-78.8% | $154,108-89.6% | $64,173-74.9% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | 9.16% | 30.32%-21.2pp | 735.21%-726.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,661 | $3,350-50.4% | $5,298-68.6% | $2,381-30.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $497 | $5,589-91.1% | $13,411-96.3% | $4,887-89.8% |