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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 | $72,666 | $52,580+38.2% | $71,671+1.4% | $70,126+3.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 12.89% | 20.25%-7.4pp | 20.65%-7.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,250 | $1,616-22.6% | $2,460-49.2% | $2,343-46.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $434 | $3,653-88.1% | $5,558-92.2% | $4,645-90.7% |