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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 | $35,391 | $67,602-47.6% | $82,312-57.0% | $70,126-49.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 35.21% | 21.57%+13.6pp | 25.88%+9.3pp | 73.15%-37.9pp |
| Employer contribution / active EE | $1,957 | $1,755+11.5% | $2,428-19.4% | $2,343-16.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,511 | $4,512+44.3% | $5,608+16.1% | $4,645+40.2% |