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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 | $99,080 | $124,980-20.7% | $108,359-8.6% | $154,746-36.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.16% | 45.00%-22.8pp | 36.89%-14.7pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,201 | $2,851-57.9% | $2,399-49.9% | $4,379-72.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,068 | $11,502-90.7% | $9,741-89.0% | $14,365-92.6% |