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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 | $153,416 | $71,878+113.4% | $86,698+77.0% | $68,486+124.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -3.51% | 3.53%-7.0pp | 35.95%-39.5pp | -7.85%+4.3pp |
| Employer contribution / active EE | $3,865 | $2,173+77.8% | $2,837+36.2% | $2,597+48.8% |
| Participant deferral / active EE | $12 | $3,779-99.7% | $4,656-99.7% | $4,028-99.7% |
| Admin fee / account holder | $7,011 | $6,113+14.7% | $7,493-6.4% | $5,404+29.7% |