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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 | $140,395 | $211,946-33.8% | $169,452-17.1% | $135,379+3.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 12.23% | 3.26%+9.0pp | 1.83%+10.4pp | 519.79%-507.6pp |
| Employer contribution / active EE | $4,286 | $5,117-16.2% | $4,157+3.1% | $4,779-10.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $433 | $11,472-96.2% | $9,110-95.2% | $10,828-96.0% |