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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 | $40,862 | $116,462-64.9% | $455,481-91.0% | $116,462-64.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 71.0%+29.0pp | 74.7%+25.3pp |
| Annual return | 18.04% | 15.65%+2.4pp | -2.82%+20.9pp | 15.65%+2.4pp |
| Employer contribution / active EE | $5,849 | $3,231+81.0% | $5,016+16.6% | $3,231+81.0% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $3,583-100.0% | $3,836-100.0% |
| Admin fee / account holder | $1,330 | $12,754-89.6% | $17,461-92.4% | $12,754-89.6% |