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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 | $37,107 | $84,236-55.9% | $170,435-78.2% | $70,126-47.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.19% | 23.06%-2.9pp | 205.94%-185.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $3,036 | $3,387-10.4% | $5,432-44.1% | $2,343+29.6% |
| Participant deferral / active EE | $396 | $3,086-87.2% | $4,939-92.0% | $3,332-88.1% |
| Admin fee / account holder | $3,074 | $5,698-46.1% | $13,881-77.9% | $4,645-33.8% |