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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 | $44,074 | $105,856-58.4% | $90,161-51.1% | $147,586-70.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.54% | 37.63%-22.1pp | 34.89%-19.3pp | 578.59%-563.1pp |
| Employer contribution / active EE | $3,333 | $4,126-19.2% | $3,318+0.5% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $371 | $8,046-95.4% | $5,943-93.8% | $10,886-96.6% |