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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 | $55,179 | $59,804-7.7% | $81,982-32.7% | $79,856-30.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 11.69% | 17.56%-5.9pp | 41.31%-29.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $7,700 | $1,713+349.4% | $2,498+208.2% | $2,471+211.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,464 | $4,288+27.4% | $5,665-3.5% | $5,306+3.0% |