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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 | $73,148 | $87,132-16.0% | $105,624-30.7% | $80,959-9.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 40.39% | 17.03%+23.4pp | 116.20%-75.8pp | 35.67%+4.7pp |
| Employer contribution / active EE | $2,297 | $2,397-4.2% | $3,168-27.5% | $2,757-16.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,356 | $8,449-60.3% | $10,961-69.4% | $6,925-51.5% |