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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 | $16,614 | $57,541-71.1% | $95,759-82.7% | $75,177-77.9% |
| Participation rate | 79.2% | 62.5%+16.7pp | 72.3%+6.9pp | 67.2%+12.0pp |
| Annual return | 15.73% | 34.93%-19.2pp | 28.42%-12.7pp | 160.75%-145.0pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $229 | $3,074-92.5% | $4,244-94.6% | $4,126-94.4% |
| Admin fee / account holder | $435 | $4,099-89.4% | $5,678-92.3% | $5,651-92.3% |