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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 | $65,233 | $185,141-64.8% | $153,416-57.5% | $155,188-58.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 9.48% | 18.72%-9.2pp | 17.84%-8.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $4,170 | $4,489-7.1% | $3,764+10.8% | $4,248-1.8% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $353 | $16,005-97.8% | $13,095-97.3% | $14,480-97.6% |