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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 | $86,594 | $152,394-43.2% | $124,067-30.2% | $155,188-44.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 5.68% | 34.93%-29.2pp | 31.06%-25.4pp | 148.84%-143.2pp |
| Employer contribution / active EE | $3,392 | $2,398+41.5% | $2,166+56.7% | $4,248-20.1% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $3,463-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,066 | $6,949-84.7% | $7,351-85.5% | $14,480-92.6% |