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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 | $94,605 | $35,183+168.9% | $73,550+28.6% | $70,126+34.9% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 12.85% | 26.90%-14.1pp | -15.16%+28.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $4,688 | $709+561.4% | $1,219+284.5% | $2,343+100.1% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,000 | $2,302-56.6% | $2,320-56.9% | $4,645-78.5% |