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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 | $44,706 | $25,014+78.7% | $69,611-35.8% | $80,925-44.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | 29.01% | 19.08%+9.9pp | 101.14%-72.1pp | 35.65%-6.6pp |
| Employer contribution / active EE | $9,377 | $991+846.0% | $1,709+448.8% | $2,756+240.2% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,891-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,643 | $2,491-34.0% | $4,696-65.0% | $6,940-76.3% |