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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 | $29,711 | $124,351-76.1% | $109,188-72.8% | $167,553-82.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.15% | 26.04%-1.9pp | 25.76%-1.6pp | 478.89%-454.7pp |
| Employer contribution / active EE | $5,882 | $4,210+39.7% | $3,723+58.0% | $4,840+21.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $457 | $7,975-94.3% | $6,755-93.2% | $12,316-96.3% |