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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 | $69,912 | $153,769-54.5% | $133,975-47.8% | $273,972-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.66% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $10,000 | $6,029+65.9% | $5,211+91.9% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,130 | $11,765-81.9% | $9,324-77.2% | $10,133-79.0% |