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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% | $69,701-35.9% | $80,874-44.7% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 29.01% | 19.07%+9.9pp | 100.32%-71.3pp | 35.62%-6.6pp |
| Employer contribution / active EE | $9,377 | $993+844.3% | $1,713+447.3% | $2,756+240.3% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,887-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,643 | $2,488-34.0% | $4,717-65.2% | $6,935-76.3% |