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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 | $18,171 | $57,065-68.2% | $75,670-76.0% | $70,131-74.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 15.40% | 23.57%-8.2pp | 27.34%-11.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,881 | $1,817+3.6% | $2,352-20.0% | $2,342-19.7% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $818 | $3,825-78.6% | $5,800-85.9% | $4,645-82.4% |