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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 | $92,760 | $52,306+77.3% | $69,779+32.9% | $62,881+47.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.68% | 13.35%-7.7pp | 12.99%-7.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,652 | $1,799+269.7% | $2,338+184.5% | $2,281+191.6% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,733 | $3,691-53.0% | $4,381-60.4% | $4,296-59.6% |