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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 | $98,871 | $53,162+86.0% | $91,225+8.4% | $68,495+44.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 15.44% | -3.14%+18.6pp | 114.10%-98.7pp | -7.84%+23.3pp |
| Employer contribution / active EE | $926 | $1,709-45.8% | $2,851-67.5% | $2,596-64.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,043 | $4,493-54.5% | $5,422-62.3% | $5,403-62.2% |