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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 | $50,156 | $108,212-53.7% | $77,513-35.3% | $158,966-68.4% |
| Participation rate | 84.6% | 64.4%+20.2pp | 54.2%+30.4pp | 82.0%+2.7pp |
| Annual return | 18.58% | 31.67%-13.1pp | 54.81%-36.2pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,308 | $1,325+74.2% | $987+133.9% | $4,762-51.5% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $695 | $3,709-81.3% | $2,859-75.7% | $11,250-93.8% |