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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 | $44,823 | $72,177-37.9% | $115,038-61.0% | $59,633-24.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 17.20% | 12.02%+5.2pp | 26.14%-8.9pp | 2041.45%-2024.3pp |
| Employer contribution / active EE | $4,138 | $2,841+45.6% | $4,608-10.2% | $2,203+87.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,162 | $4,927-56.1% | $8,175-73.6% | $4,297-49.7% |