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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 | $86,364 | $57,352+50.6% | $83,831+3.0% | $64,173+34.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 20.60% | 11.38%+9.2pp | 850.99%-830.4pp | 7.63%+13.0pp |
| Employer contribution / active EE | $2,529 | $2,546-0.6% | $3,631-30.3% | $2,381+6.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,833 | $4,046-54.7% | $5,479-66.5% | $4,887-62.5% |