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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 | $70,021 | $110,337-36.5% | $102,383-31.6% | $145,877-52.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.24% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,039 | $4,216-51.6% | $3,870-47.3% | $4,663-56.3% |
| Participant deferral / active EE | $715 | $5,621-87.3% | $5,060-85.9% | $6,691-89.3% |
| Admin fee / account holder | $599 | $9,750-93.9% | $8,391-92.9% | $13,402-95.5% |