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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 | $43,159 | $72,273-40.3% | $101,275-57.4% | $79,856-46.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.04% | 22.30%-11.3pp | 46.48%-35.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $8,147 | $2,691+202.7% | $3,660+122.6% | $2,471+229.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,016 | $4,401-54.2% | $5,948-66.1% | $5,306-62.0% |