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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 | $51,606+64.8% | $129,339-34.2% | $80,911+5.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.47% | 20.76%-5.3pp | 9437.05%-9421.6pp | 35.63%-20.2pp |
| Employer contribution / active EE | $3,032 | $1,582+91.6% | $4,154-27.0% | $2,756+10.0% |
| Participant deferral / active EE | $59 | $2,669-97.8% | $4,170-98.6% | $4,297-98.6% |
| Admin fee / account holder | $5,789 | $4,310+34.3% | $7,668-24.5% | $6,935-16.5% |