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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 | $33,565 | $99,345-66.2% | $84,753-60.4% | $273,972-87.7% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 5.47% | 22.93%-17.5pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,304 | $4,214-69.0% | $3,574-63.5% | $4,869-73.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,389 | $6,645-64.1% | $5,333-55.2% | $10,133-76.4% |