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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 | $32,160 | $52,580-38.8% | $71,671-55.1% | $70,126-54.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.76% | 20.25%-6.5pp | 20.65%-6.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $7,804 | $1,616+383.0% | $2,460+217.3% | $2,343+233.2% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,639 | $3,653-0.4% | $5,558-34.5% | $4,645-21.7% |