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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 | $32,143 | $81,457-60.5% | $103,378-68.9% | $80,911-60.3% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 0.00% | 25.58%-25.6pp | 24.91%-24.9pp | 35.63%-35.6pp |
| Employer contribution / active EE | $16,883 | $3,107+443.3% | $3,870+336.2% | $2,756+512.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,436 | $6,717+25.6% | $8,401+0.4% | $6,935+21.6% |