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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 | $30,827 | $106,749-71.1% | $145,433-78.8% | $82,448-62.6% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 23.78% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,423 | $6,519-62.8% | $7,897-69.3% | $4,139-41.5% |
| Admin fee / account holder | $2,905 | $8,390-65.4% | $13,129-77.9% | $7,234-59.8% |