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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 | $39,427 | $51,708-23.8% | $106,619-63.0% | $62,881-37.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 9.72% | 4.69%+5.0pp | 9.42%+0.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $4,123 | $1,764+133.8% | $3,947+4.5% | $2,281+80.8% |
| Participant deferral / active EE | $577 | $2,315-75.1% | $3,930-85.3% | $3,203-82.0% |
| Admin fee / account holder | $1,550 | $3,349-53.7% | $6,418-75.9% | $4,296-63.9% |