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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 | $45,582 | $138,366-67.1% | $184,185-75.3% | $80,911-43.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.53% | 20.02%-7.5pp | 28.81%-16.3pp | 35.63%-23.1pp |
| Employer contribution / active EE | $3,333 | $4,849-31.3% | $6,426-48.1% | $2,756+21.0% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,115 | $10,484-89.4% | $13,909-92.0% | $6,935-83.9% |