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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 | $39,851 | $110,137-63.8% | $161,149-75.3% | $82,637-51.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 22.70% | 20.69%+2.0pp | 21.16%+1.5pp | 53.51%-30.8pp |
| Employer contribution / active EE | $5,907 | $2,856+106.8% | $4,360+35.5% | $2,552+131.5% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $537 | $9,467-94.3% | $15,194-96.5% | $7,339-92.7% |