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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 | $50,529 | $77,817-35.1% | $123,553-59.1% | $64,173-21.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 22.93% | 12.49%+10.4pp | 119.21%-96.3pp | 7.63%+15.3pp |
| Employer contribution / active EE | $4,060 | $3,014+34.7% | $4,628-12.3% | $2,381+70.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,629 | $5,519-70.5% | $9,284-82.5% | $4,887-66.7% |