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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 | $107,059 | $54,162+97.7% | $68,612+56.0% | $64,173+66.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 18.60% | -1.62%+20.2pp | -4.63%+23.2pp | 7.63%+11.0pp |
| Employer contribution / active EE | $12,000 | $1,846+550.0% | $2,625+357.1% | $2,381+404.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,219 | $4,029-69.7% | $5,131-76.2% | $4,887-75.1% |