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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 | $74,863 | $88,583-15.5% | $88,497-15.4% | $273,972-72.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.23% | 5.68%-1.5pp | 7.63%-3.4pp | 41.46%-37.2pp |
| Employer contribution / active EE | $7,000 | $4,502+55.5% | $4,036+73.4% | $4,869+43.8% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $819 | $8,980-90.9% | $6,220-86.8% | $10,133-91.9% |