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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 | $47,694 | $149,778-68.2% | $118,946-59.9% | $158,966-70.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.75% | 19.95%-2.2pp | 35.89%-18.1pp | 302.95%-285.2pp |
| Employer contribution / active EE | $2,708 | $4,117-34.2% | $3,263-17.0% | $4,762-43.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $551 | $8,604-93.6% | $6,581-91.6% | $11,250-95.1% |