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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 | $62,013 | $108,825-43.0% | $156,181-60.3% | $82,448-24.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.13% | 20.59%-5.5pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $5,043 | $2,870+75.7% | $4,294+17.4% | $2,551+97.7% |
| Participant deferral / active EE | $1,585 | $4,577-65.4% | $6,132-74.1% | $4,139-61.7% |
| Admin fee / account holder | $1,733 | $9,341-81.4% | $14,586-88.1% | $7,234-76.0% |