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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 | $80,508 | $40,275+99.9% | $57,356+40.4% | $59,633+35.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.87% | 27.52%-26.7pp | 24.41%-23.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $2,731 | $1,921+42.1% | $2,689+1.6% | $2,203+24.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,710 | $2,820+67.0% | $3,357+40.3% | $4,297+9.6% |