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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 | $22,789 | $48,078-52.6% | $78,676-71.0% | $62,881-63.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.94% | 31.36%-24.4pp | 62.19%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,846 | $2,015+90.9% | $2,850+35.0% | $2,281+68.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,696 | $3,206+15.3% | $4,510-18.1% | $4,296-14.0% |