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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 | $37,851 | $86,949-56.5% | $102,460-63.1% | $80,959-53.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 22.25% | 18.89%+3.4pp | 29.47%-7.2pp | 35.67%-13.4pp |
| Employer contribution / active EE | $3,399 | $2,370+43.4% | $3,025+12.4% | $2,757+23.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,388 | $8,048-82.8% | $9,460-85.3% | $6,925-80.0% |