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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 | $98,058 | $56,894+72.4% | $84,753+15.7% | $62,881+55.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.55% | 6.30%+0.2pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,636 | $2,400+51.5% | $3,574+1.7% | $2,281+59.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,729 | $3,581-51.7% | $5,333-67.6% | $4,296-59.8% |