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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 | $76,503 | $76,834-0.4% | $108,359-29.4% | $87,485-12.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 15.32% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $9,727 | $1,556+525.0% | $2,399+305.4% | $2,596+274.7% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $15,516 | $6,537+137.3% | $9,741+59.3% | $7,775+99.6% |