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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 | $47,229 | $69,590-32.1% | $136,867-65.5% | $94,015-49.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 11.50% | 19.62%-8.1pp | 42.97%-31.5pp | 17.84%-6.3pp |
| Employer contribution / active EE | $2,628 | $2,396+9.7% | $3,547-25.9% | $2,790-5.8% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,429 | $8,912-84.0% | $10,340-86.2% | $8,951-84.0% |