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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 | $70,533 | $72,177-2.3% | $115,037-38.7% | $59,633+18.3% |
| Participation rate | 91.5% | 72.6%+18.9pp | 81.4%+10.1pp | 68.7%+22.8pp |
| Annual return | 0.18% | 12.02%-11.8pp | 26.14%-26.0pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $8,314 | $2,841+192.6% | $4,608+80.4% | $2,203+277.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,540 | $4,927-48.4% | $8,175-68.9% | $4,297-40.9% |