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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 | $87,106-51.0% | $105,607-59.6% | $80,935-47.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 14.92% | 17.01%-2.1pp | 116.11%-101.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $3,527 | $2,396+47.2% | $3,167+11.4% | $2,757+28.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,517 | $8,447-70.2% | $10,958-77.0% | $6,924-63.7% |