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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 | $79,568 | $42,383+87.7% | $76,518+4.0% | $64,173+24.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 6.05% | -16.54%+22.6pp | -0.27%+6.3pp | 7.63%-1.6pp |
| Employer contribution / active EE | $10,797 | $1,563+590.7% | $2,647+307.9% | $2,381+353.5% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,345 | $3,198+4.6% | $4,849-31.0% | $4,887-31.6% |