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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 | $60,976 | $95,404-36.1% | $113,397-46.2% | $82,637-26.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.18% | 19.08%-6.9pp | 23.20%-11.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $11,092 | $2,307+380.9% | $2,977+272.6% | $2,552+334.6% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,002 | $9,168-78.2% | $11,957-83.3% | $7,339-72.7% |