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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 | $89,463 | $100,194-10.7% | $122,979-27.3% | $86,983+2.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.85% | 16.47%-4.6pp | 20.12%-8.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $2,941 | $2,326+26.5% | $3,062-4.0% | $2,584+13.8% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,634 | $10,148-74.0% | $12,864-79.5% | $7,856-66.5% |