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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 | $81,921 | $116,167-29.5% | $64,489+27.0% | $137,256-40.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 11.76% | 36.55%-24.8pp | 55.03%-43.3pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,804 | $2,483+93.5% | $1,523+215.4% | $4,156+15.6% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,982 | $6,188+61.3% | $4,260+134.3% | $12,270-18.6% |