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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 | $28,605 | $149,679-80.9% | $117,039-75.6% | $147,586-80.6% |
| Participation rate | 94.1% | 83.5%+10.6pp | 77.2%+16.9pp | 82.8%+11.3pp |
| Annual return | 20.52% | 19.31%+1.2pp | 18.95%+1.6pp | 578.59%-558.1pp |
| Employer contribution / active EE | $2,016 | $4,937-59.2% | $3,785-46.7% | $4,876-58.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,191 | $7,856-84.8% | $5,974-80.1% | $10,886-89.1% |