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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 | $41,205 | $80,983-49.1% | $96,544-57.3% | $75,177-45.2% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 40.67% | 27.05%+13.6pp | 25.88%+14.8pp | 160.75%-120.1pp |
| Employer contribution / active EE | $10,186 | $2,282+346.3% | $2,966+243.4% | $2,671+281.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,299 | $6,717-50.9% | $8,254-60.0% | $5,651-41.6% |