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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 | $82,750 | $32,037+158.3% | $69,182+19.6% | $62,881+31.6% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 6.76% | 15.16%-8.4pp | -21.93%+28.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,688 | $679+590.2% | $1,206+288.6% | $2,281+105.5% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,839 | $2,608+353.9% | $2,697+339.0% | $4,296+175.6% |