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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 | $102,901 | $101,618+1.3% | $93,063+10.6% | $137,256-25.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.02% | 223.95%-211.9pp | 34.15%-22.1pp | 220.34%-208.3pp |
| Employer contribution / active EE | $345 | $2,707-87.2% | $2,476-86.1% | $4,156-91.7% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,055 | $6,198-50.7% | $6,033-49.4% | $12,270-75.1% |