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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 | $85,231 | $167,415-49.1% | $140,514-39.3% | $198,609-57.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 3.74% | 13.85%-10.1pp | 14.36%-10.6pp | 202.70%-199.0pp |
| Employer contribution / active EE | $11,397 | $4,088+178.8% | $3,378+237.4% | $5,055+125.4% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,405 | $16,730-85.6% | $13,697-82.4% | $19,030-87.4% |