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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 | $57,496 | $97,020-40.7% | $83,322-31.0% | $135,379-57.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.68% | 12.31%-5.6pp | 10.64%-4.0pp | 519.79%-513.1pp |
| Employer contribution / active EE | $7,174 | $4,144+73.1% | $3,379+112.3% | $4,779+50.1% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $454 | $8,426-94.6% | $7,540-94.0% | $10,828-95.8% |