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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 | $83,146 | $99,345-16.3% | $84,753-1.9% | $273,972-69.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.15% | 22.93%-12.8pp | 22.78%-12.6pp | 41.46%-31.3pp |
| Employer contribution / active EE | $4,610 | $4,214+9.4% | $3,574+29.0% | $4,869-5.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $383 | $6,645-94.2% | $5,333-92.8% | $10,133-96.2% |