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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 | $38,347 | $176,786-78.3% | $146,643-73.9% | $167,536-77.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.44% | 24.04%-11.6pp | 22.75%-10.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $3,585 | $5,161-30.5% | $4,137-13.3% | $4,839-25.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,210 | $13,262-83.3% | $10,280-78.5% | $12,315-82.1% |