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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 | $64,076 | $88,707-27.8% | $74,184-13.6% | $273,972-76.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.96% | 11.94%+1.0pp | 17.74%-4.8pp | 41.46%-28.5pp |
| Employer contribution / active EE | $11,065 | $3,159+250.2% | $2,370+366.9% | $4,869+127.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,481 | $8,717-71.5% | $5,586-55.6% | $10,133-75.5% |