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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 | $45,613 | $90,486-49.6% | $78,676-42.0% | $273,972-83.4% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | 5.77% | 75.62%-69.9pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $5,242 | $3,175+65.1% | $2,850+83.9% | $4,869+7.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,083 | $5,263+129.6% | $4,510+167.9% | $10,133+19.3% |