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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 | $81,504-42.7% | $102,437-54.4% | $80,959-42.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.81% | 25.60%-13.8pp | 24.95%-13.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $8,036 | $3,104+158.9% | $3,871+107.6% | $2,757+191.5% |
| Participant deferral / active EE | $1,502 | $3,871-61.2% | $5,060-70.3% | $4,300-65.1% |
| Admin fee / account holder | $653 | $6,719-90.3% | $8,388-92.2% | $6,925-90.6% |