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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 | $85,061 | $51,638+64.7% | $129,406-34.3% | $80,959+5.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 15.47% | 20.78%-5.3pp | 9468.18%-9452.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,032 | $1,584+91.5% | $4,155-27.0% | $2,757+10.0% |
| Participant deferral / active EE | $59 | $2,670-97.8% | $4,167-98.6% | $4,300-98.6% |
| Admin fee / account holder | $5,789 | $4,313+34.2% | $7,689-24.7% | $6,925-16.4% |