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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 | $97,867 | $81,840+19.6% | $63,412+54.3% | $125,389-21.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | 0.50% | -0.10%+0.6pp | 4.04%-3.5pp | 282.24%-281.7pp |
| Employer contribution / active EE | $3,405 | $2,377+43.3% | $1,814+87.7% | $4,866-30.0% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,038 | $4,951-18.4% | $3,753+7.6% | $9,541-57.7% |