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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 | $16,521 | $54,757-69.8% | $90,300-81.7% | $72,983-77.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.00% | 30.63%-13.6pp | 78.11%-61.1pp | 81.01%-64.0pp |
| Employer contribution / active EE | $1,779 | $2,092-15.0% | $2,854-37.7% | $2,440-27.1% |
| Participant deferral / active EE | $593 | $2,887-79.5% | $3,884-84.7% | $3,608-83.6% |
| Admin fee / account holder | $591 | $3,972-85.1% | $5,353-89.0% | $5,124-88.5% |