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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 | $93,050 | $124,980-25.5% | $108,359-14.1% | $154,746-39.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.36% | 45.00%-34.6pp | 36.89%-26.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $909 | $2,851-68.1% | $2,399-62.1% | $4,379-79.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,056 | $11,502-73.4% | $9,741-68.6% | $14,365-78.7% |