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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 | $43,898 | $60,349-27.3% | $74,184-40.8% | $62,881-30.2% |
| Participation rate | 75.9% | 72.7%+3.1pp | 76.6%-0.8pp | 69.3%+6.6pp |
| Annual return | 13.21% | 21.38%-8.2pp | 17.74%-4.5pp | 20.14%-6.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $784 | $2,856-72.6% | $3,550-77.9% | $3,203-75.5% |
| Admin fee / account holder | $798 | $4,261-81.3% | $5,586-85.7% | $4,296-81.4% |