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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 | $79,197 | $91,559-13.5% | $133,978-40.9% | $79,856-0.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 31.49% | 61.85%-30.4pp | 45.10%-13.6pp | 31.71%-0.2pp |
| Employer contribution / active EE | $6,659 | $2,384+179.3% | $3,919+69.9% | $2,471+169.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $705 | $6,321-88.8% | $8,930-92.1% | $5,306-86.7% |