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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 | $93,190 | $138,312-32.6% | $122,979-24.2% | $155,188-40.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.90% | 22.06%-13.2pp | 20.12%-11.2pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,714 | $3,530-51.4% | $3,062-44.0% | $4,248-59.6% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,028 | $15,089-79.9% | $12,864-76.5% | $14,480-79.1% |