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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 | $62,280 | $69,977-11.0% | $108,582-42.6% | $62,881-1.0% |
| Participation rate | 97.9% | 72.9%+25.0pp | 79.6%+18.3pp | 69.3%+28.6pp |
| Annual return | 6.53% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,747 | $2,135-18.2% | $3,758-53.5% | $2,281-23.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $590 | $5,076-88.4% | $7,645-92.3% | $4,296-86.3% |