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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 | $42,647 | $87,037-51.0% | $106,201-59.8% | $80,874-47.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.92% | 17.05%-2.1pp | 116.26%-101.3pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,527 | $2,396+47.2% | $3,170+11.3% | $2,756+28.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,517 | $8,434-70.2% | $11,039-77.2% | $6,935-63.7% |