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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 | $66,202 | $60,442+9.5% | $96,754-31.6% | $87,485-24.3% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 16.14% | 21.97%-5.8pp | 82.04%-65.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $9,296 | $1,691+449.8% | $2,679+247.0% | $2,596+258.1% |
| Participant deferral / active EE | $590 | $3,280-82.0% | $4,758-87.6% | $4,274-86.2% |
| Admin fee / account holder | $4,847 | $5,069-4.4% | $8,905-45.6% | $7,775-37.7% |