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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 | $85,522 | $92,219-7.3% | $76,768+11.4% | $135,379-36.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.22% | 5.46%+2.8pp | 2.43%+5.8pp | 519.79%-511.6pp |
| Employer contribution / active EE | $3,611 | $3,216+12.3% | $2,485+45.3% | $4,779-24.4% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,487 | $10,749-76.9% | $6,675-62.7% | $10,828-77.0% |