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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 | $80,215 | $106,588-24.7% | $94,215-14.9% | $155,188-48.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 7.33% | 29.39%-22.1pp | 28.22%-20.9pp | 148.84%-141.5pp |
| Employer contribution / active EE | $24,048 | $3,080+680.9% | $2,675+798.9% | $4,248+466.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $667 | $12,281-94.6% | $10,216-93.5% | $14,480-95.4% |