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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 | $46,905 | $76,551-38.7% | $123,894-62.1% | $62,881-25.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.21% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $6,830 | $2,882+137.0% | $4,617+47.9% | $2,281+199.4% |
| Participant deferral / active EE | $1,314 | $4,840-72.9% | $5,984-78.0% | $3,203-59.0% |
| Admin fee / account holder | $448 | $4,826-90.7% | $8,357-94.6% | $4,296-89.6% |