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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 | $56,108 | $97,289-42.3% | $92,805-39.5% | $155,188-63.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 11.09% | 29.03%-17.9pp | 31.59%-20.5pp | 148.84%-137.7pp |
| Employer contribution / active EE | $6,495 | $3,632+78.8% | $3,424+89.7% | $4,248+52.9% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,620 | $12,015-53.2% | $10,911-48.5% | $14,480-61.2% |