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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 | $55,291 | $113,338-51.2% | $94,993-41.8% | $147,586-62.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.94% | 20.80%-9.9pp | 27.14%-16.2pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,381 | $3,160-24.7% | $2,603-8.5% | $4,876-51.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,867 | $6,063-52.7% | $4,960-42.2% | $10,886-73.7% |