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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 | $38,472 | $110,410-65.2% | $102,437-62.4% | $145,897-73.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,033 | $4,217-51.8% | $3,871-47.5% | $4,663-56.4% |
| Participant deferral / active EE | $751 | $5,622-86.6% | $5,060-85.2% | $6,689-88.8% |
| Admin fee / account holder | $446 | $9,745-95.4% | $8,388-94.7% | $13,390-96.7% |