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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 | $73,236 | $153,311-52.2% | $109,313-33.0% | $273,972-73.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.68% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $6,667 | $5,619+18.6% | $3,892+71.3% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $977 | $8,076-87.9% | $5,666-82.8% | $10,133-90.4% |