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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 | $119,355 | $119,143+0.2% | $88,632+34.7% | $152,909-21.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 13.48% | 48.12%-34.6pp | 43.75%-30.3pp | 345.46%-332.0pp |
| Employer contribution / active EE | $2,640 | $2,675-1.3% | $2,101+25.7% | $4,764-44.6% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,878 | $5,875-51.0% | $4,308-33.2% | $11,601-75.2% |