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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 | $69,337 | $46,877+47.9% | $122,354-43.3% | $70,126-1.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.52% | 24.22%-10.7pp | 30.28%-16.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,433 | $1,288+88.8% | $4,051-40.0% | $2,343+3.8% |
| Participant deferral / active EE | $292 | $2,167-86.5% | $3,287-91.1% | $3,332-91.2% |
| Admin fee / account holder | $416 | $3,324-87.5% | $5,479-92.4% | $4,645-91.0% |