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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 | $41,480 | $65,367-36.5% | $92,915-55.4% | $72,976-43.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.27% | 42.11%-23.8pp | 109.45%-91.2pp | 81.02%-62.7pp |
| Employer contribution / active EE | $2,768 | $2,594+6.7% | $3,653-24.2% | $2,440+13.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $313 | $4,251-92.6% | $5,796-94.6% | $5,124-93.9% |