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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 | $56,869 | $126,661-55.1% | $113,397-49.8% | $138,895-59.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.97% | 25.05%-5.1pp | 23.20%-3.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $10,578 | $3,456+206.1% | $2,977+255.3% | $4,194+152.2% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $800 | $14,549-94.5% | $11,957-93.3% | $12,562-93.6% |