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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 | $28,537 | $153,311-81.4% | $109,313-73.9% | $273,972-89.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.63% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,134 | $5,619-62.0% | $3,892-45.2% | $4,869-56.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $438 | $8,076-94.6% | $5,666-92.3% | $10,133-95.7% |