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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 | $57,660 | $106,864-46.0% | $147,318-60.9% | $82,637-30.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.21% | 27.49%-5.3pp | 70.43%-48.2pp | 53.51%-31.3pp |
| Employer contribution / active EE | $1,458 | $3,417-57.3% | $4,593-68.3% | $2,552-42.9% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $329 | $8,415-96.1% | $13,708-97.6% | $7,339-95.5% |