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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 | $68,295 | $86,919-21.4% | $102,457-33.3% | $80,911-15.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 18.67% | 18.90%-0.2pp | 29.41%-10.7pp | 35.63%-17.0pp |
| Employer contribution / active EE | $8,901 | $2,368+275.8% | $3,022+194.5% | $2,756+223.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,477 | $8,049-69.2% | $9,451-73.8% | $6,935-64.3% |