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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 | $46,733 | $81,446-42.6% | $103,374-54.8% | $80,874-42.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.81% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $8,036 | $3,107+158.6% | $3,869+107.7% | $2,756+191.6% |
| Participant deferral / active EE | $1,502 | $3,870-61.2% | $5,058-70.3% | $4,297-65.0% |
| Admin fee / account holder | $653 | $6,715-90.3% | $8,394-92.2% | $6,935-90.6% |