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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 | $42,731 | $102,938-58.5% | $94,105-54.6% | $138,895-69.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 10.21% | 250.28%-240.1pp | 204.55%-194.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $545 | $2,732-80.0% | $2,504-78.2% | $4,194-87.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $831 | $6,600-87.4% | $6,199-86.6% | $12,562-93.4% |