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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 | $42,235 | $73,988-42.9% | $96,538-56.3% | $75,177-43.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.89% | 26.73%-8.8pp | 35.74%-17.8pp | 160.75%-142.9pp |
| Employer contribution / active EE | $6,935 | $2,930+136.7% | $3,740+85.4% | $2,671+159.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $737 | $5,220-85.9% | $6,737-89.1% | $5,651-87.0% |